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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 | $257,117 | $157,276+63.5% | $141,177+82.1% | $152,885+68.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 13.17% | 64.33%-51.2pp | 71.40%-58.2pp | 345.39%-332.2pp |
| Employer contribution / active EE | $5,593 | $5,262+6.3% | $4,736+18.1% | $4,763+17.4% |
| Participant deferral / active EE | $6,792 | $7,110-4.5% | $6,710+1.2% | $5,851+16.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |