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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 | $425,727 | $156,398+172.2% | $147,318+189.0% | $138,895+206.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.83% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,563 | $4,853-67.8% | $4,593-66.0% | $4,194-62.7% |
| Participant deferral / active EE | $9,892 | $8,237+20.1% | $7,906+25.1% | $6,396+54.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |