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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 | $333,551 | $105,145+217.2% | $94,664+252.4% | $139,466+139.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | -9.53% | 38.09%-47.6pp | 156.84%-166.4pp | 373.66%-383.2pp |
| Employer contribution / active EE | $1,446 | $4,107-64.8% | $3,673-60.6% | $4,754-69.6% |
| Participant deferral / active EE | $9,016 | $7,599+18.7% | $7,417+21.6% | $6,712+34.3% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |