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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 | $201,259+67.0% | $184,200+82.5% | $145,959+130.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.43% | 28.98%-23.5pp | 28.80%-23.4pp | 561.95%-556.5pp |
| Employer contribution / active EE | $3,283 | $7,018-53.2% | $6,424-48.9% | $4,661-29.6% |
| Participant deferral / active EE | $17,833 | $9,806+81.9% | $9,132+95.3% | $6,689+166.6% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |