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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 | $297,973 | $185,312+60.8% | $161,489+84.5% | $154,746+92.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | -3.17% | 103.84%-107.0pp | 89.72%-92.9pp | 172.34%-175.5pp |
| Employer contribution / active EE | $2,682 | $4,769-43.8% | $4,268-37.2% | $4,379-38.8% |
| Participant deferral / active EE | $10,162 | $6,350+60.0% | $5,630+80.5% | $6,730+51.0% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |