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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 | $132,634+138.5% | $115,768+173.2% | $137,256+130.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | -1.32% | 160.70%-162.0pp | 100.46%-101.8pp | 220.34%-221.7pp |
| Employer contribution / active EE | $3,382 | $3,360+0.7% | $2,940+15.0% | $4,156-18.6% |
| Participant deferral / active EE | $7,636 | $5,619+35.9% | $4,917+55.3% | $6,407+19.2% |
| Admin fee / account holder | $10 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |