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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 | $1,080,347 | $183,539+488.6% | $155,556+594.5% | $145,897+640.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.75% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $4,389 | $5,315-17.4% | $4,675-6.1% | $4,663-5.9% |
| Participant deferral / active EE | $16,833 | $6,467+160.3% | $5,631+199.0% | $6,689+151.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |