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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 | $420,682 | $157,270+167.5% | $141,173+198.0% | $152,870+175.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 12.79% | 64.33%-51.5pp | 71.40%-58.6pp | 345.34%-332.6pp |
| Employer contribution / active EE | $1,680 | $5,261-68.1% | $4,735-64.5% | $4,763-64.7% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,850+113.7% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |