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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 | $624,209 | $174,379+258.0% | $152,093+310.4% | $138,895+349.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 10.12% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,530 | $4,652-45.6% | $4,175-39.4% | $4,194-39.7% |
| Participant deferral / active EE | $21,917 | $6,159+255.8% | $5,451+302.0% | $6,396+242.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |