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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 | $174,379+364.9% | $152,093+433.0% | $138,895+483.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 9.79% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $11,040 | $4,652+137.3% | $4,175+164.4% | $4,194+163.2% |
| Participant deferral / active EE | $17,375 | $6,159+182.1% | $5,451+218.7% | $6,396+171.6% |
| Admin fee / account holder | $120 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |