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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 | $386,301 | $183,516+110.5% | $155,534+148.4% | $145,884+164.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.60% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,674 | $5,315-68.5% | $4,675-64.2% | $4,662-64.1% |
| Participant deferral / active EE | $11,323 | $6,467+75.1% | $5,630+101.1% | $6,690+69.3% |
| Admin fee / account holder | $33 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |