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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 | $810,671 | $172,111+371.0% | $150,298+439.4% | $137,256+490.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 9.79% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $11,040 | $4,636+138.1% | $4,154+165.8% | $4,156+165.6% |
| Participant deferral / active EE | $17,375 | $6,166+181.8% | $5,453+218.7% | $6,407+171.2% |
| Admin fee / account holder | $120 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |