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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 | $201,372+66.9% | $184,260+82.4% | $145,884+130.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.43% | 29.04%-23.6pp | 28.84%-23.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $3,283 | $7,024-53.3% | $6,427-48.9% | $4,662-29.6% |
| Participant deferral / active EE | $17,833 | $9,808+81.8% | $9,133+95.3% | $6,690+166.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |