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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 | $369,958 | $208,088+77.8% | $186,193+98.7% | $154,746+139.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 5.07% | 89.97%-84.9pp | 78.03%-73.0pp | 172.34%-167.3pp |
| Employer contribution / active EE | $3,133 | $4,340-27.8% | $3,918-20.0% | $4,379-28.4% |
| Participant deferral / active EE | $15,667 | $7,078+121.3% | $6,513+140.5% | $6,730+132.8% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |