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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 | $275,782 | $196,972+40.0% | $182,262+51.3% | $198,609+38.9% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 3.96% | 158.27%-154.3pp | 140.60%-136.6pp | 202.70%-198.7pp |
| Employer contribution / active EE | $3,003 | $5,364-44.0% | $5,046-40.5% | $5,055-40.6% |
| Participant deferral / active EE | $15,500 | $8,643+79.3% | $8,276+87.3% | $6,977+122.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |