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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 | $799,273 | $160,070+399.3% | $147,117+443.3% | $145,897+447.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.59% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $10,556 | $5,285+99.8% | $4,932+114.0% | $4,663+126.4% |
| Participant deferral / active EE | $6,250 | $8,419-25.8% | $8,065-22.5% | $6,689-6.6% |
| Admin fee / account holder | $287 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |