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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 | $78,690+616.5% | $161,489+249.1% | $87,485+544.5% |
| Participation rate | 17.2% | 67.5%-50.2pp | 78.7%-61.5pp | 68.9%-51.7pp |
| Annual return | 11.04% | 32.74%-21.7pp | 89.72%-78.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,133 | $2,588-56.2% | $4,268-73.5% | $2,596-56.4% |
| Participant deferral / active EE | $3,494 | $3,311+5.5% | $5,630-37.9% | $4,274-18.2% |
| Admin fee / account holder | $9 | $6,724-99.9% | $16,006-99.9% | $7,775-99.9% |