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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 | $1,236,977 | $254,759+385.5% | $216,567+471.2% | $198,609+522.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 81.6%-48.3pp | 82.4%-49.0pp |
| Annual return | -8.60% | 10.04%-18.6pp | 12.94%-21.5pp | 202.70%-211.3pp |
| Employer contribution / active EE | $2,966 | $6,096-51.3% | $5,216-43.1% | $5,055-41.3% |
| Participant deferral / active EE | $10,038 | $6,948+44.5% | $6,191+62.2% | $6,977+43.9% |
| Admin fee / account holder | $1 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |