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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 | $531,028 | $209,336+153.7% | $197,124+169.4% | $137,256+286.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 9.36% | 48.09%-38.7pp | 44.34%-35.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,915 | $6,591-25.4% | $6,227-21.1% | $4,156+18.3% |
| Participant deferral / active EE | $9,748 | $9,614+1.4% | $9,135+6.7% | $6,407+52.2% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |