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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 | $607,638 | $202,345+200.3% | $172,755+251.7% | $152,885+297.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 8.64% | 1029.77%-1021.1pp | 802.94%-794.3pp | 345.39%-336.8pp |
| Employer contribution / active EE | $3,247 | $5,858-44.6% | $5,144-36.9% | $4,763-31.8% |
| Participant deferral / active EE | $8,217 | $5,948+38.1% | $5,198+58.1% | $5,851+40.4% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |