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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 | $467,278 | $227,633+105.3% | $189,597+146.5% | $167,553+178.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 7.28% | 78.45%-71.2pp | 64.20%-56.9pp | 478.89%-471.6pp |
| Employer contribution / active EE | $1,564 | $5,317-70.6% | $4,412-64.6% | $4,840-67.7% |
| Participant deferral / active EE | $4,850 | $7,003-30.7% | $6,174-21.4% | $6,343-23.5% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |