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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 | $304,653 | $115,225+164.4% | $100,712+202.5% | $138,895+119.3% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 8.25% | 40.35%-32.1pp | 33.27%-25.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,452 | $2,771-47.6% | $2,313-37.2% | $4,194-65.4% |
| Participant deferral / active EE | $8,169 | $4,699+73.8% | $4,085+100.0% | $6,396+27.7% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |