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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 | $88,702+2188.0% | $81,780+2381.6% | $145,978+1290.3% |
| Participation rate | 10.5% | 75.0%-64.5pp | 72.4%-61.8pp | 80.3%-69.8pp |
| Annual return | 5.16% | 1029.12%-1024.0pp | 776.27%-771.1pp | 550.52%-545.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |