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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 | $339,457 | $198,457+71.0% | $170,435+99.2% | $147,586+130.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 2.25% | 257.30%-255.0pp | 205.94%-203.7pp | 578.59%-576.3pp |
| Employer contribution / active EE | $8,233 | $6,183+33.2% | $5,432+51.6% | $4,876+68.8% |
| Participant deferral / active EE | $24,432 | $5,629+334.0% | $4,939+394.6% | $5,439+349.2% |
| Admin fee / account holder | $86 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |