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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 | $346,466 | $100,792+243.7% | $86,691+299.7% | $134,509+157.6% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -22.88% | 29.08%-52.0pp | 35.94%-58.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $1,242 | $3,491-64.4% | $2,837-56.2% | $4,741-73.8% |
| Participant deferral / active EE | $3,127 | $5,339-41.4% | $4,656-32.8% | $6,400-51.1% |
| Admin fee / account holder | $30 | $10,924-99.7% | $7,492-99.6% | $11,427-99.7% |