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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 | $353,703 | $110,410+220.4% | $102,437+245.3% | $145,897+142.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -10.31% | 24.85%-35.2pp | 24.95%-35.3pp | 552.29%-562.6pp |
| Employer contribution / active EE | $6,376 | $4,217+51.2% | $3,871+64.7% | $4,663+36.8% |
| Participant deferral / active EE | $3,343 | $5,622-40.5% | $5,060-33.9% | $6,689-50.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |