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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 | $69,590+260.8% | $136,867+83.5% | $94,015+167.1% |
| Participation rate | 25.0% | 66.3%-41.3pp | 74.5%-49.5pp | 70.8%-45.8pp |
| Annual return | -2.47% | 19.62%-22.1pp | 42.97%-45.4pp | 17.84%-20.3pp |
| Employer contribution / active EE | $602 | $2,396-74.9% | $3,547-83.0% | $2,790-78.4% |
| Participant deferral / active EE | $1,540 | $3,437-55.2% | $4,924-68.7% | $4,249-63.8% |
| Admin fee / account holder | $20 | $8,912-99.8% | $10,340-99.8% | $8,951-99.8% |