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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 | $563,796 | $76,407+637.9% | $150,298+275.1% | $82,448+583.8% |
| Participation rate | 17.2% | 66.4%-49.2pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 11.04% | 39.99%-29.0pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,133 | $2,614-56.6% | $4,154-72.7% | $2,551-55.6% |
| Participant deferral / active EE | $3,494 | $3,214+8.7% | $5,453-35.9% | $4,139-15.6% |
| Admin fee / account holder | $9 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |