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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 | $296,747 | $69,118+329.3% | $53,647+453.2% | $138,895+113.6% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 1.49% | 248.26%-246.8pp | 358.33%-356.8pp | 145.39%-143.9pp |
| Employer contribution / active EE | $742 | $1,189-37.6% | $962-22.9% | $4,194-82.3% |
| Participant deferral / active EE | $1,634 | $2,274-28.1% | $1,813-9.9% | $6,396-74.4% |
| Admin fee / account holder | $20 | $2,724-99.3% | $2,460-99.2% | $12,562-99.8% |