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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 | $326,358 | $70,366+363.8% | $66,674+389.5% | $138,895+135.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 13.21% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,822 | $2,765+38.2% | $2,620+45.9% | $4,194-8.9% |
| Participant deferral / active EE | $14,532 | $4,374+232.2% | $4,084+255.8% | $6,396+127.2% |
| Admin fee / account holder | $17 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |