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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 | $261,128 | $97,125+168.9% | $86,233+202.8% | $137,256+90.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | -5.26% | 74.19%-79.4pp | 61.39%-66.6pp | 220.34%-225.6pp |
| Employer contribution / active EE | $2,707 | $2,841-4.7% | $2,504+8.1% | $4,156-34.9% |
| Participant deferral / active EE | $3,110 | $5,180-40.0% | $4,559-31.8% | $6,407-51.5% |
| Admin fee / account holder | $116 | $9,725-98.8% | $8,342-98.6% | $12,270-99.1% |