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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 | $291,311 | $176,105+65.4% | $159,474+82.7% | $167,536+73.9% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 9.09% | 331.91%-322.8pp | 263.68%-254.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $4,267 | $5,299-19.5% | $4,831-11.7% | $4,839-11.8% |
| Participant deferral / active EE | $3,450 | $7,751-55.5% | $7,353-53.1% | $6,342-45.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |