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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 | $162,136+102.4% | $152,301+115.5% | $154,746+112.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 3.91% | 91.02%-87.1pp | 80.50%-76.6pp | 172.34%-168.4pp |
| Employer contribution / active EE | $5,875 | $4,890+20.1% | $4,624+27.0% | $4,379+34.2% |
| Participant deferral / active EE | $15,485 | $8,341+85.6% | $8,004+93.5% | $6,730+130.1% |
| Admin fee / account holder | $60 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |