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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 | $816,467 | $183,627+344.6% | $155,602+424.7% | $145,978+459.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.99% | 61.32%-55.3pp | 64.81%-58.8pp | 550.52%-544.5pp |
| Employer contribution / active EE | $4,676 | $5,316-12.0% | $4,6750% | $4,662+0.3% |
| Participant deferral / active EE | $11,831 | $6,466+83.0% | $5,629+110.2% | $6,690+76.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |