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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 | $61,125+310.8% | $94,057+167.0% | $87,485+187.0% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.3%-48.3pp | 68.9%-43.9pp |
| Annual return | -2.47% | 35.20%-37.7pp | 480.62%-483.1pp | 26.06%-28.5pp |
| Employer contribution / active EE | $602 | $2,136-71.8% | $2,933-79.5% | $2,596-76.8% |
| Participant deferral / active EE | $1,540 | $3,260-52.8% | $4,709-67.3% | $4,274-64.0% |
| Admin fee / account holder | $20 | $5,629-99.6% | $7,244-99.7% | $7,775-99.7% |