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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 | $336,123 | $201,370+66.9% | $184,256+82.4% | $145,897+130.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.43% | 29.05%-23.6pp | 28.85%-23.4pp | 552.29%-546.9pp |
| Employer contribution / active EE | $3,283 | $7,024-53.3% | $6,427-48.9% | $4,663-29.6% |
| Participant deferral / active EE | $17,833 | $9,808+81.8% | $9,133+95.3% | $6,689+166.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |