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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 | $425,108 | $160,070+165.6% | $147,117+189.0% | $145,897+191.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 4.69% | 98.69%-94.0pp | 420.54%-415.9pp | 552.29%-547.6pp |
| Employer contribution / active EE | $4,400 | $5,285-16.7% | $4,932-10.8% | $4,663-5.6% |
| Participant deferral / active EE | $10,167 | $8,419+20.8% | $8,065+26.1% | $6,689+52.0% |
| Admin fee / account holder | $120 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |