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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 | $279,096 | $154,159+81.0% | $130,026+114.6% | $139,456+100.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 7.84% | 32.50%-24.7pp | -137.26%+145.1pp | 373.45%-365.6pp |
| Employer contribution / active EE | $3,594 | $5,292-32.1% | $4,321-16.8% | $4,753-24.4% |
| Participant deferral / active EE | $7,493 | $6,710+11.7% | $5,821+28.7% | $6,711+11.6% |
| Admin fee / account holder | $30 | $14,001-99.8% | $10,608-99.7% | $11,407-99.7% |