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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 | $488,995 | $114,119+328.5% | $107,187+356.2% | $138,895+252.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 8.15% | 273.21%-265.1pp | 204.55%-196.4pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,600 | $4,059-60.6% | $3,782-57.7% | $4,194-61.9% |
| Participant deferral / active EE | $15,500 | $5,538+179.9% | $5,096+204.2% | $6,396+142.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |