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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 | $526,072 | $184,000+185.9% | $162,185+224.4% | $152,909+244.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 12.04% | 150.80%-138.8pp | 115.61%-103.6pp | 345.46%-333.4pp |
| Employer contribution / active EE | $4,125 | $6,370-35.2% | $5,613-26.5% | $4,764-13.4% |
| Participant deferral / active EE | $8,430 | $8,033+4.9% | $7,297+15.5% | $5,851+44.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |