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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 | $459,123 | $171,865+167.1% | $149,718+206.7% | $147,585+211.1% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 7.82% | 2113.29%-2105.5pp | 1501.67%-1493.8pp | 578.56%-570.7pp |
| Employer contribution / active EE | $2,762 | $6,275-56.0% | $5,445-49.3% | $4,876-43.4% |
| Participant deferral / active EE | $7,440 | $7,270+2.3% | $6,569+13.3% | $5,439+36.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |