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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 | $320,818 | $49,976+541.9% | $66,674+381.2% | $82,637+288.2% |
| Participation rate | 55.6% | 63.1%-7.5pp | 73.7%-18.1pp | 68.1%-12.5pp |
| Annual return | 10.12% | 39.09%-29.0pp | 321.24%-311.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $2,023 | $1,988+1.7% | $2,620-22.8% | $2,552-20.7% |
| Participant deferral / active EE | $6,655 | $2,847+133.8% | $4,084+62.9% | $4,126+61.3% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |