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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 | $108,882+139.8% | $96,754+169.9% | $154,746+68.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | -5.26% | 98.39%-103.6pp | 82.04%-87.3pp | 172.34%-177.6pp |
| Employer contribution / active EE | $2,707 | $3,018-10.3% | $2,679+1.0% | $4,379-38.2% |
| Participant deferral / active EE | $3,110 | $5,323-41.6% | $4,758-34.6% | $6,730-53.8% |
| Admin fee / account holder | $116 | $10,200-98.9% | $8,905-98.7% | $14,365-99.2% |