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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 | $180,749+104.7% | $160,784+130.1% | $137,256+169.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 5.07% | 2234.46%-2229.4pp | 1803.92%-1798.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $3,133 | $4,155-24.6% | $3,733-16.1% | $4,156-24.6% |
| Participant deferral / active EE | $15,667 | $6,844+128.9% | $6,293+149.0% | $6,407+144.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |