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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 | $326,025 | $100,125+225.6% | $81,482+300.1% | $145,978+123.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 6.12% | 34.44%-28.3pp | 24.79%-18.7pp | 550.52%-544.4pp |
| Employer contribution / active EE | $1,501 | $2,977-49.6% | $2,463-39.0% | $4,662-67.8% |
| Participant deferral / active EE | $8,000 | $4,609+73.6% | $3,885+105.9% | $6,690+19.6% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |