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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 | $254,211 | $109,905+131.3% | $98,506+158.1% | $167,553+51.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 2.72% | 1960.20%-1957.5pp | 1494.92%-1492.2pp | 478.89%-476.2pp |
| Employer contribution / active EE | $950 | $3,226-70.5% | $2,961-67.9% | $4,840-80.4% |
| Participant deferral / active EE | $9,950 | $4,674+112.9% | $4,277+132.6% | $6,343+56.9% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |