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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 | $265,478 | $156,398+69.7% | $147,318+80.2% | $138,895+91.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 5.74% | 78.75%-73.0pp | 70.43%-64.7pp | 145.39%-139.7pp |
| Employer contribution / active EE | $1,680 | $4,853-65.4% | $4,593-63.4% | $4,194-59.9% |
| Participant deferral / active EE | $4,104 | $8,237-50.2% | $7,906-48.1% | $6,396-35.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |