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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 | $273,512 | $114,073+139.8% | $96,161+184.4% | $167,518+63.3% |
| Participation rate | 30.0% | 75.1%-45.1pp | 68.4%-38.4pp | 82.1%-52.1pp |
| Annual return | 7.72% | 189.95%-182.2pp | 192.01%-184.3pp | 478.71%-471.0pp |
| Employer contribution / active EE | $1,770 | $3,428-48.4% | $2,798-36.7% | $4,838-63.4% |
| Participant deferral / active EE | $1,770 | $5,195-65.9% | $4,349-59.3% | $6,342-72.1% |
| Admin fee / account holder | $190 | $6,899-97.2% | $5,538-96.6% | $12,312-98.5% |