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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 | $301,500 | $157,304+91.7% | $141,197+113.5% | $152,909+97.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 14.49% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $8,523 | $5,263+62.0% | $4,736+80.0% | $4,764+78.9% |
| Participant deferral / active EE | $14,667 | $7,111+106.3% | $6,710+118.6% | $5,851+150.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |