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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 | $301,875 | $57,590+424.2% | $86,233+250.1% | $82,448+266.1% |
| Participation rate | 18.4% | 57.9%-39.4pp | 69.0%-50.6pp | 68.1%-49.6pp |
| Annual return | -2.45% | 22.41%-24.9pp | 61.39%-63.8pp | 41.64%-44.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $763 | $3,080-75.2% | $4,559-83.3% | $4,139-81.6% |
| Admin fee / account holder | $17 | $4,730-99.6% | $8,342-99.8% | $7,234-99.8% |