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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 | $251,090 | $51,638+386.3% | $68,368+267.3% | $82,448+204.5% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | -2.47% | 37.53%-40.0pp | 292.57%-295.0pp | 41.64%-44.1pp |
| Employer contribution / active EE | $602 | $2,047-70.6% | $2,649-77.3% | $2,551-76.4% |
| Participant deferral / active EE | $1,540 | $2,914-47.1% | $4,123-62.6% | $4,139-62.8% |
| Admin fee / account holder | $20 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |