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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 | $811,926 | $181,062+348.4% | $158,223+413.2% | $155,188+423.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 5.96% | 57.39%-51.4pp | 52.09%-46.1pp | 148.84%-142.9pp |
| Employer contribution / active EE | $2,266 | $4,565-50.4% | $4,109-44.8% | $4,248-46.7% |
| Participant deferral / active EE | $15,250 | $6,134+148.6% | $5,467+179.0% | $6,531+133.5% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |