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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 | $362,246 | $211,224+71.5% | $178,505+102.9% | $145,897+148.3% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 5.98% | 30.28%-24.3pp | 27.16%-21.2pp | 552.29%-546.3pp |
| Employer contribution / active EE | $947 | $4,577-79.3% | $3,955-76.0% | $4,663-79.7% |
| Participant deferral / active EE | $1,387 | $6,966-80.1% | $6,280-77.9% | $6,689-79.3% |
| Admin fee / account holder | $79 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |