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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 | $980,153 | $152,612+542.3% | $125,192+682.9% | $152,897+541.1% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 3.62% | 54.85%-51.2pp | 43.79%-40.2pp | 345.43%-341.8pp |
| Employer contribution / active EE | $2,693 | $4,947-45.6% | $3,866-30.4% | $4,764-43.5% |
| Participant deferral / active EE | $6,125 | $5,868+4.4% | $4,937+24.1% | $5,851+4.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |