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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 | $323,934 | $109,411+196.1% | $89,435+262.2% | $158,982+103.8% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.0%-48.0pp | 82.0%-62.0pp |
| Annual return | 5.24% | 345.68%-340.4pp | 245.55%-240.3pp | 302.99%-297.7pp |
| Employer contribution / active EE | $1,141 | $3,173-64.0% | $2,587-55.9% | $4,763-76.0% |
| Participant deferral / active EE | $5,175 | $4,600+12.5% | $3,890+33.0% | $5,983-13.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |