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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 | $1,389,823 | $174,379+697.0% | $152,093+813.8% | $138,895+900.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 7.59% | 74.86%-67.3pp | 66.36%-58.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $9,670 | $4,652+107.9% | $4,175+131.6% | $4,194+130.6% |
| Participant deferral / active EE | $16,438 | $6,159+166.9% | $5,451+201.5% | $6,396+157.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |