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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 | $174,379+63.2% | $152,093+87.1% | $138,895+104.9% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | -11.24% | 74.86%-86.1pp | 66.36%-77.6pp | 145.39%-156.6pp |
| Employer contribution / active EE | $3,000 | $4,652-35.5% | $4,175-28.1% | $4,194-28.5% |
| Participant deferral / active EE | $5,875 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |