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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 | $836,745 | $108,882+668.5% | $96,754+764.8% | $154,746+440.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 3.60% | 98.39%-94.8pp | 82.04%-78.4pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,765 | $3,018-41.5% | $2,679-34.1% | $4,379-59.7% |
| Participant deferral / active EE | $15,500 | $5,323+191.2% | $4,758+225.8% | $6,730+130.3% |
| Admin fee / account holder | $120 | $10,200-98.8% | $8,905-98.7% | $14,365-99.2% |