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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 | $391,889 | $183,516+113.5% | $155,534+152.0% | $145,884+168.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 3.06% | 61.43%-58.4pp | 64.92%-61.9pp | 551.85%-548.8pp |
| Employer contribution / active EE | $1,199 | $5,315-77.4% | $4,675-74.4% | $4,662-74.3% |
| Participant deferral / active EE | $4,888 | $6,467-24.4% | $5,630-13.2% | $6,690-26.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |