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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 | $1,464,538 | $183,539+697.9% | $155,556+841.5% | $145,897+903.8% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 4.56% | 61.31%-56.7pp | 64.84%-60.3pp | 552.29%-547.7pp |
| Employer contribution / active EE | $4,121 | $5,315-22.5% | $4,675-11.9% | $4,663-11.6% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |