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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 | $604,523 | $68,097+787.7% | $62,929+860.6% | $137,256+340.4% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 9.80% | 1859.11%-1849.3pp | 1063.93%-1054.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $841 | $2,811-70.1% | $2,505-66.4% | $4,156-79.8% |
| Participant deferral / active EE | $8,750 | $4,553+92.2% | $3,888+125.0% | $6,407+36.6% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |