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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 | $329,251 | $154,193+113.5% | $130,045+153.2% | $139,466+136.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 6.71% | 32.51%-25.8pp | -137.30%+144.0pp | 373.66%-367.0pp |
| Employer contribution / active EE | $2,338 | $5,292-55.8% | $4,321-45.9% | $4,754-50.8% |
| Participant deferral / active EE | $5,510 | $6,709-17.9% | $5,820-5.3% | $6,712-17.9% |
| Admin fee / account holder | $20 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |