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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 | $655,206 | $165,381+296.2% | $149,730+337.6% | $158,966+312.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 6.95% | 348.29%-341.3pp | 276.70%-269.7pp | 302.95%-296.0pp |
| Employer contribution / active EE | $5,819 | $5,104+14.0% | $4,645+25.3% | $4,762+22.2% |
| Participant deferral / active EE | $9,950 | $7,182+38.5% | $6,843+45.4% | $5,983+66.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |