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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 | $268,210 | $108,212+147.9% | $77,513+246.0% | $158,966+68.7% |
| Participation rate | 11.8% | 64.4%-52.7pp | 54.2%-42.4pp | 82.0%-70.2pp |
| Annual return | -3.12% | 31.67%-34.8pp | 54.81%-57.9pp | 302.95%-306.1pp |
| Employer contribution / active EE | $208 | $1,325-84.3% | $987-78.9% | $4,762-95.6% |
| Participant deferral / active EE | $3,059 | $2,455+24.6% | $1,861+64.4% | $5,983-48.9% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |