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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 | $338,947 | $124,425+172.4% | $112,040+202.5% | $137,256+146.9% |
| Participation rate | 40.9% | 79.3%-38.4pp | 76.5%-35.6pp | 80.0%-39.1pp |
| Annual return | 9.52% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,465 | $3,411+1.6% | $2,954+17.3% | $4,156-16.6% |
| Participant deferral / active EE | $6,962 | $5,718+21.7% | $5,098+36.6% | $6,407+8.7% |
| Admin fee / account holder | $29 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |