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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 | $917,596 | $154,228+495.0% | $145,433+530.9% | $137,256+568.5% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 7.89% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,217 | $4,804-74.7% | $4,554-73.3% | $4,156-70.7% |
| Participant deferral / active EE | $9,948 | $8,216+21.1% | $7,897+26.0% | $6,407+55.3% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |