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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 | $438,885 | $156,398+180.6% | $147,318+197.9% | $138,895+216.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.42% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $4,344 | $4,853-10.5% | $4,593-5.4% | $4,194+3.6% |
| Participant deferral / active EE | $16,323 | $8,237+98.2% | $7,906+106.4% | $6,396+155.2% |
| Admin fee / account holder | $113 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |