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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 | $1,502,359 | $154,228+874.1% | $145,433+933.0% | $137,256+994.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.36% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,454 | $4,804-69.7% | $4,554-68.1% | $4,156-65.0% |
| Participant deferral / active EE | $2,894 | $8,216-64.8% | $7,897-63.4% | $6,407-54.8% |
| Admin fee / account holder | $227 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |