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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 | $614,822 | $211,224+191.1% | $178,505+244.4% | $145,897+321.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.11% | 30.28%-24.2pp | 27.16%-21.0pp | 552.29%-546.2pp |
| Employer contribution / active EE | $5,502 | $4,577+20.2% | $3,955+39.1% | $4,663+18.0% |
| Participant deferral / active EE | $15,250 | $6,966+118.9% | $6,280+142.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |