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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 | $415,882 | $172,111+141.6% | $150,298+176.7% | $137,256+203.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 8.70% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $12,066 | $4,636+160.2% | $4,154+190.4% | $4,156+190.3% |
| Participant deferral / active EE | $11,750 | $6,166+90.6% | $5,453+115.5% | $6,407+83.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |