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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 | $364,333 | $148,623+145.1% | $135,974+167.9% | $139,466+161.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 6.65% | 79.30%-72.6pp | 68.30%-61.7pp | 373.66%-367.0pp |
| Employer contribution / active EE | $8,467 | $5,246+61.4% | $4,859+74.3% | $4,754+78.1% |
| Participant deferral / active EE | $19,000 | $8,103+134.5% | $7,760+144.8% | $6,712+183.1% |
| Admin fee / account holder | $120 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |