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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 | $312,144 | $134,001+132.9% | $112,258+178.1% | $134,509+132.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -25.05% | 47.15%-72.2pp | 27.47%-52.5pp | 418.13%-443.2pp |
| Employer contribution / active EE | $1,248 | $4,039-69.1% | $3,636-65.7% | $4,741-73.7% |
| Participant deferral / active EE | $3,120 | $5,291-41.0% | $4,728-34.0% | $6,400-51.3% |
| Admin fee / account holder | $120 | $7,491-98.4% | $6,411-98.1% | $11,427-98.9% |