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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 | $283,700 | $176,105+61.1% | $159,474+77.9% | $167,536+69.3% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 4.25% | 331.91%-327.7pp | 263.68%-259.4pp | 478.82%-474.6pp |
| Employer contribution / active EE | $1,728 | $5,299-67.4% | $4,831-64.2% | $4,839-64.3% |
| Participant deferral / active EE | $14,857 | $7,751+91.7% | $7,353+102.1% | $6,342+134.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |