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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 | $545,602 | $176,120+209.8% | $159,487+242.1% | $167,553+225.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 4.90% | 331.95%-327.0pp | 263.71%-258.8pp | 478.89%-474.0pp |
| Employer contribution / active EE | $1,680 | $5,299-68.3% | $4,831-65.2% | $4,840-65.3% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $120 | $12,561-99.0% | $10,804-98.9% | $12,316-99.0% |