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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 | $591,307 | $160,070+269.4% | $147,117+301.9% | $145,897+305.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 9.07% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,580 | $5,285-32.3% | $4,932-27.4% | $4,663-23.2% |
| Participant deferral / active EE | $12,227 | $8,419+45.2% | $8,065+51.6% | $6,689+82.8% |
| Admin fee / account holder | $40 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |