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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 | $284,372 | $114,119+149.2% | $107,187+165.3% | $138,895+104.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 11.01% | 273.21%-262.2pp | 204.55%-193.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,535 | $4,059-62.2% | $3,782-59.4% | $4,194-63.4% |
| Participant deferral / active EE | $12,514 | $5,538+126.0% | $5,096+145.6% | $6,396+95.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |