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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 | $363,031 | $114,073+218.2% | $96,161+277.5% | $167,518+116.7% |
| Participation rate | 9.5% | 75.1%-65.5pp | 68.4%-58.9pp | 82.1%-72.6pp |
| Annual return | 1.77% | 189.95%-188.2pp | 192.01%-190.2pp | 478.71%-476.9pp |
| Employer contribution / active EE | $519 | $3,428-84.9% | $2,798-81.5% | $4,838-89.3% |
| Participant deferral / active EE | $2,476 | $5,195-52.3% | $4,349-43.1% | $6,342-61.0% |
| Admin fee / account holder | $45 | $6,899-99.3% | $5,538-99.2% | $12,312-99.6% |