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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 | $284,638 | $227,399+25.2% | $189,758+50.0% | $198,609+43.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 79.8%-54.8pp | 82.4%-57.4pp |
| Annual return | -11.24% | 61.03%-72.3pp | 52.62%-63.9pp | 202.70%-213.9pp |
| Employer contribution / active EE | $3,000 | $5,526-45.7% | $4,767-37.1% | $5,055-40.7% |
| Participant deferral / active EE | $5,875 | $6,837-14.1% | $5,856+0.3% | $6,977-15.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |