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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 | $328,550 | $157,304+108.9% | $141,197+132.7% | $152,909+114.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 9.98% | 64.34%-54.4pp | 71.41%-61.4pp | 345.46%-335.5pp |
| Employer contribution / active EE | $4,880 | $5,263-7.3% | $4,736+3.0% | $4,764+2.4% |
| Participant deferral / active EE | $10,877 | $7,111+53.0% | $6,710+62.1% | $5,851+85.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |