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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 | $301,997 | $72,071+319.0% | $68,368+341.7% | $137,256+120.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 1.91% | 353.14%-351.2pp | 292.57%-290.7pp | 220.34%-218.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,139 | $4,410-28.8% | $4,123-23.9% | $6,407-51.0% |
| Admin fee / account holder | $160 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |