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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 | $290,408 | $72,071+302.9% | $68,368+324.8% | $137,256+111.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 5.02% | 353.14%-348.1pp | 292.57%-287.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $14,000 | $2,788+402.2% | $2,649+428.5% | $4,156+236.9% |
| Participant deferral / active EE | $9,000 | $4,410+104.1% | $4,123+118.3% | $6,407+40.5% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |