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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 | $1,079,602 | $185,312+482.6% | $161,489+568.5% | $154,746+597.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 4.27% | 103.84%-99.6pp | 89.72%-85.4pp | 172.34%-168.1pp |
| Employer contribution / active EE | $5,428 | $4,769+13.8% | $4,268+27.2% | $4,379+23.9% |
| Participant deferral / active EE | $12,500 | $6,350+96.9% | $5,630+122.0% | $6,730+85.7% |
| Admin fee / account holder | $200 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |