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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 | $1,035,510 | $109,905+842.2% | $98,506+951.2% | $167,553+518.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 9.07% | 1960.20%-1951.1pp | 1494.92%-1485.9pp | 478.89%-469.8pp |
| Employer contribution / active EE | $4,088 | $3,226+26.7% | $2,961+38.1% | $4,840-15.5% |
| Participant deferral / active EE | $10,749 | $4,674+130.0% | $4,277+151.3% | $6,343+69.5% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |