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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 | $403,447 | $183,539+119.8% | $155,556+159.4% | $145,897+176.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.11% | 61.31%-56.2pp | 64.84%-59.7pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,537 | $5,315-71.1% | $4,675-67.1% | $4,663-67.0% |
| Participant deferral / active EE | $6,240 | $6,467-3.5% | $5,631+10.8% | $6,689-6.7% |
| Admin fee / account holder | $149 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |