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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 | $270,728 | $167,504+61.6% | $151,628+78.5% | $134,509+101.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -26.47% | 7.81%-34.3pp | 3.34%-29.8pp | 418.13%-444.6pp |
| Employer contribution / active EE | $11,718 | $6,828+71.6% | $6,165+90.1% | $4,741+147.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $214 | $13,779-98.4% | $11,613-98.2% | $11,427-98.1% |