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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 | $362,493 | $157,304+130.4% | $141,197+156.7% | $152,909+137.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 12.13% | 64.34%-52.2pp | 71.41%-59.3pp | 345.46%-333.3pp |
| Employer contribution / active EE | $2,664 | $5,263-49.4% | $4,736-43.7% | $4,764-44.1% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $47 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |