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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 | $387,706 | $138,078+180.8% | $125,363+209.3% | $134,509+188.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.93% | 750.49%-771.4pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $3,008 | $5,245-42.6% | $4,815-37.5% | $4,741-36.5% |
| Participant deferral / active EE | $8,736 | $7,800+12.0% | $7,447+17.3% | $6,400+36.5% |
| Admin fee / account holder | $270 | $11,566-97.7% | $10,005-97.3% | $11,427-97.6% |