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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 | $339,305 | $165,351+105.2% | $149,710+126.6% | $158,931+113.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.69% | 348.19%-347.5pp | 276.63%-275.9pp | 302.86%-302.2pp |
| Employer contribution / active EE | $1,030 | $5,103-79.8% | $4,645-77.8% | $4,761-78.4% |
| Participant deferral / active EE | $6,395 | $7,181-11.0% | $6,842-6.5% | $5,982+6.9% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,247-99.9% |