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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 | $316,331 | $132,099+139.5% | $115,599+173.6% | $138,895+127.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | -1.32% | 176.76%-178.1pp | 111.10%-112.4pp | 145.39%-146.7pp |
| Employer contribution / active EE | $3,382 | $3,416-1.0% | $2,955+14.4% | $4,194-19.4% |
| Participant deferral / active EE | $7,636 | $5,617+35.9% | $4,889+56.2% | $6,396+19.4% |
| Admin fee / account holder | $10 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |