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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 | $88,702+217.7% | $81,780+244.6% | $145,978+93.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.32% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $5,557 | $3,084+80.2% | $2,914+90.7% | $4,662+19.2% |
| Participant deferral / active EE | $8,629 | $4,645+85.8% | $4,321+99.7% | $6,690+29.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |