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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 | $349,160 | $167,352+108.6% | $143,788+142.8% | $134,509+159.6% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -21.19% | 0.47%-21.7pp | -0.03%-21.2pp | 418.13%-439.3pp |
| Employer contribution / active EE | $5,294 | $5,620-5.8% | $4,952+6.9% | $4,741+11.7% |
| Participant deferral / active EE | $5,214 | $6,447-19.1% | $5,638-7.5% | $6,400-18.5% |
| Admin fee / account holder | $13 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |