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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 | $328,141 | $154,228+112.8% | $145,433+125.6% | $137,256+139.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 3.91% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.4pp |
| Employer contribution / active EE | $5,875 | $4,804+22.3% | $4,554+29.0% | $4,156+41.4% |
| Participant deferral / active EE | $15,485 | $8,216+88.5% | $7,897+96.1% | $6,407+141.7% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |