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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,920 | $183,592+167.9% | $155,574+216.2% | $145,877+237.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.68% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,196 | $5,317-77.5% | $4,676-74.4% | $4,663-74.4% |
| Participant deferral / active EE | $9,813 | $6,466+51.8% | $5,629+74.3% | $6,691+46.7% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |