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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 | $288,276 | $209,336+37.7% | $197,124+46.2% | $137,256+110.0% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 10.53% | 48.09%-37.6pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,920 | $6,591-70.9% | $6,227-69.2% | $4,156-53.8% |
| Participant deferral / active EE | $2,972 | $9,614-69.1% | $9,135-67.5% | $6,407-53.6% |
| Admin fee / account holder | $25 | $17,308-99.9% | $16,298-99.8% | $12,270-99.8% |