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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 | $251,743 | $95,895+162.5% | $79,576+216.4% | $134,509+87.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -29.97% | -2.72%-27.2pp | 0.15%-30.1pp | 418.13%-448.1pp |
| Employer contribution / active EE | $903 | $3,128-71.1% | $2,413-62.6% | $4,741-81.0% |
| Participant deferral / active EE | $5,709 | $4,693+21.7% | $3,985+43.3% | $6,400-10.8% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |