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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 | $365,161 | $150,446+142.7% | $136,297+167.9% | $147,585+147.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.84% | 1049.14%-1039.3pp | 5156.19%-5146.4pp | 578.58%-568.7pp |
| Employer contribution / active EE | $4,290 | $5,256-18.4% | $4,696-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $7,880 | $6,631+18.8% | $6,247+26.1% | $5,439+44.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |