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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 | $321,298 | $160,070+100.7% | $147,117+118.4% | $145,897+120.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.46% | 98.69%-97.2pp | 420.54%-419.1pp | 552.29%-550.8pp |
| Employer contribution / active EE | $2,936 | $5,285-44.4% | $4,932-40.5% | $4,663-37.0% |
| Participant deferral / active EE | $17,625 | $8,419+109.3% | $8,065+118.5% | $6,689+163.5% |
| Admin fee / account holder | $121 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |