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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 | $2,029,503 | $88,754+2186.7% | $81,820+2380.5% | $145,877+1291.2% |
| Participation rate | 10.5% | 75.1%-64.6pp | 72.4%-61.9pp | 80.3%-69.8pp |
| Annual return | 5.16% | 1031.77%-1026.6pp | 777.93%-772.8pp | 551.28%-546.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |