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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 | $154,228+116.5% | $145,433+129.6% | $137,256+143.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 12.17% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,388 | $4,804-71.1% | $4,554-69.5% | $4,156-66.6% |
| Participant deferral / active EE | $7,045 | $8,216-14.3% | $7,897-10.8% | $6,407+10.0% |
| Admin fee / account holder | $137 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |