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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 | $281,775 | $88,710+217.6% | $81,783+244.5% | $145,959+93.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.32% | 1027.26%-1018.9pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $5,557 | $3,083+80.2% | $2,913+90.8% | $4,661+19.2% |
| Participant deferral / active EE | $8,629 | $4,645+85.8% | $4,320+99.7% | $6,689+29.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |