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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 | $316,128 | $109,908+187.6% | $97,161+225.4% | $145,978+116.6% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 7.39% | 243.80%-236.4pp | 75.36%-68.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $721 | $3,077-76.6% | $2,723-73.5% | $4,662-84.5% |
| Participant deferral / active EE | $5,653 | $4,679+20.8% | $4,265+32.5% | $6,690-15.5% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |