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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 | $636,761 | $135,956+368.4% | $123,894+414.0% | $273,972+132.4% |
| Participation rate | 15.0% | 84.1%-69.1pp | 81.4%-66.4pp | 83.0%-68.0pp |
| Annual return | -9.11% | 56.63%-65.7pp | 47.52%-56.6pp | 41.46%-50.6pp |
| Employer contribution / active EE | $4,952 | $5,170-4.2% | $4,617+7.3% | $4,869+1.7% |
| Participant deferral / active EE | $10,300 | $6,343+62.4% | $5,984+72.1% | $5,287+94.8% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |