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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 | $317,479 | $160,028+98.4% | $147,080+115.9% | $145,884+117.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.84% | 98.60%-93.8pp | 420.17%-415.3pp | 551.85%-547.0pp |
| Employer contribution / active EE | $2,067 | $5,286-60.9% | $4,933-58.1% | $4,662-55.7% |
| Participant deferral / active EE | $7,883 | $8,422-6.4% | $8,066-2.3% | $6,690+17.8% |
| Admin fee / account holder | $7 | $15,030-100.0% | $12,989-99.9% | $13,392-99.9% |