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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 | $431,662 | $153,311+181.6% | $109,313+294.9% | $273,972+57.6% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | -8.18% | 29.86%-38.0pp | 22.07%-30.2pp | 41.46%-49.6pp |
| Employer contribution / active EE | $1,019 | $5,619-81.9% | $3,892-73.8% | $4,869-79.1% |
| Participant deferral / active EE | $8,000 | $3,932+103.5% | $3,166+152.6% | $5,287+51.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |