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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 | $262,938 | $176,105+49.3% | $159,474+64.9% | $167,536+56.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 9.78% | 331.91%-322.1pp | 263.68%-253.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,402 | $5,299-54.7% | $4,831-50.3% | $4,839-50.4% |
| Participant deferral / active EE | $8,233 | $7,751+6.2% | $7,353+12.0% | $6,342+29.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |