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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 | $160,028+399.5% | $147,080+443.4% | $145,884+447.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.59% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $10,556 | $5,286+99.7% | $4,933+114.0% | $4,662+126.4% |
| Participant deferral / active EE | $6,250 | $8,422-25.8% | $8,066-22.5% | $6,690-6.6% |
| Admin fee / account holder | $287 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |