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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 | $348,452 | $183,539+89.9% | $155,556+124.0% | $145,897+138.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.76% | 61.31%-56.5pp | 64.84%-60.1pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,355 | $5,315-74.5% | $4,675-71.0% | $4,663-70.9% |
| Participant deferral / active EE | $6,360 | $6,467-1.7% | $5,631+13.0% | $6,689-4.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |