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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 | $333,891 | $156,398+113.5% | $147,318+126.6% | $138,895+140.4% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 12.17% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,388 | $4,853-71.4% | $4,593-69.8% | $4,194-66.9% |
| Participant deferral / active EE | $7,045 | $8,237-14.5% | $7,906-10.9% | $6,396+10.1% |
| Admin fee / account holder | $137 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |