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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 | $174,379+70.9% | $152,093+95.9% | $138,895+114.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | -3.17% | 74.86%-78.0pp | 66.36%-69.5pp | 145.39%-148.6pp |
| Employer contribution / active EE | $2,682 | $4,652-42.4% | $4,175-35.8% | $4,194-36.1% |
| Participant deferral / active EE | $10,162 | $6,159+65.0% | $5,451+86.4% | $6,396+58.9% |
| Admin fee / account holder | $60 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |