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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 | $753,185 | $167,353+350.1% | $143,797+423.8% | $134,545+459.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -22.29% | 0.48%-22.8pp | -0.04%-22.2pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,388 | $5,620-75.3% | $4,952-72.0% | $4,742-70.7% |
| Participant deferral / active EE | $8,851 | $6,447+37.3% | $5,638+57.0% | $6,401+38.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |