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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 | $380,482 | $102,638+270.7% | $81,982+364.1% | $158,982+139.3% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | 1.54% | 61.05%-59.5pp | 41.31%-39.8pp | 302.99%-301.5pp |
| Employer contribution / active EE | $1,946 | $3,241-39.9% | $2,498-22.1% | $4,763-59.1% |
| Participant deferral / active EE | $9,000 | $4,649+93.6% | $3,722+141.8% | $5,983+50.4% |
| Admin fee / account holder | $30 | $8,237-99.6% | $5,665-99.5% | $11,252-99.7% |