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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 | $699,109 | $162,136+331.2% | $152,301+359.0% | $154,746+351.8% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 10.91% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,104 | $4,890-57.0% | $4,624-54.5% | $4,379-52.0% |
| Participant deferral / active EE | $3,486 | $8,341-58.2% | $8,004-56.4% | $6,730-48.2% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |