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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 | $715,794 | $156,398+357.7% | $147,318+385.9% | $138,895+415.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 8.38% | 78.75%-70.4pp | 70.43%-62.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $2,222 | $4,853-54.2% | $4,593-51.6% | $4,194-47.0% |
| Participant deferral / active EE | $12,012 | $8,237+45.8% | $7,906+51.9% | $6,396+87.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |