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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 | $374,878 | $88,778+322.3% | $81,844+358.0% | $145,884+157.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 3.69% | 1033.03%-1029.3pp | 778.87%-775.2pp | 551.85%-548.2pp |
| Employer contribution / active EE | $3,786 | $3,087+22.6% | $2,916+29.8% | $4,662-18.8% |
| Participant deferral / active EE | $9,465 | $4,648+103.6% | $4,323+118.9% | $6,690+41.5% |
| Admin fee / account holder | $90 | $8,430-98.9% | $7,355-98.8% | $13,392-99.3% |