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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 | $260,337 | $82,630+215.1% | $64,105+306.1% | $125,389+107.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -4.24% | 1489.72%-1494.0pp | 791.24%-795.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,800 | $2,671+4.8% | $1,820+53.9% | $4,866-42.5% |
| Participant deferral / active EE | $7,000 | $3,608+94.0% | $2,822+148.1% | $5,352+30.8% |
| Admin fee / account holder | $20 | $6,382-99.7% | $4,499-99.6% | $9,541-99.8% |