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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 | $281,860 | $176,077+60.1% | $159,455+76.8% | $167,518+68.3% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | -1.49% | 331.83%-333.3pp | 263.63%-265.1pp | 478.71%-480.2pp |
| Employer contribution / active EE | $3,867 | $5,298-27.0% | $4,830-19.9% | $4,838-20.1% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.7% |
| Admin fee / account holder | $120 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |