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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 | $250,061 | $209,422+19.4% | $178,503+40.1% | $158,982+57.3% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 2.30% | 188.81%-186.5pp | 151.12%-148.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $1,272 | $5,707-77.7% | $5,011-74.6% | $4,763-73.3% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |