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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 | $492,057 | $160,040+207.5% | $147,096+234.5% | $145,877+237.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.82% | 98.49%-91.7pp | 419.75%-412.9pp | 551.28%-544.5pp |
| Employer contribution / active EE | $8,162 | $5,289+54.3% | $4,936+65.3% | $4,663+75.0% |
| Participant deferral / active EE | $15,370 | $8,429+82.4% | $8,071+90.4% | $6,691+129.7% |
| Admin fee / account holder | $241 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |