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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 | $333,920 | $180,749+84.7% | $160,784+107.7% | $137,256+143.3% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.0%-30.8pp | 80.0%-33.8pp |
| Annual return | 8.28% | 2234.46%-2226.2pp | 1803.92%-1795.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $980 | $4,155-76.4% | $3,733-73.7% | $4,156-76.4% |
| Participant deferral / active EE | $2,307 | $6,844-66.3% | $6,293-63.3% | $6,407-64.0% |
| Admin fee / account holder | $130 | $10,397-98.7% | $9,717-98.7% | $12,270-98.9% |