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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 | $362,869 | $198,457+82.8% | $170,435+112.9% | $147,586+145.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 7.70% | 257.30%-249.6pp | 205.94%-198.2pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,290 | $6,183-63.0% | $5,432-57.8% | $4,876-53.0% |
| Participant deferral / active EE | $4,930 | $5,629-12.4% | $4,939-0.2% | $5,439-9.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |