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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 | $109,904+187.6% | $97,167+225.3% | $145,959+116.6% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 7.39% | 243.43%-236.0pp | 75.27%-67.9pp | 561.95%-554.6pp |
| Employer contribution / active EE | $721 | $3,084-76.6% | $2,729-73.6% | $4,661-84.5% |
| Participant deferral / active EE | $5,653 | $4,676+20.9% | $4,264+32.6% | $6,689-15.5% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |