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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 | $399,436 | $126,661+215.4% | $113,397+252.2% | $138,895+187.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | -5.82% | 25.05%-30.9pp | 23.20%-29.0pp | 145.39%-151.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,878 | $5,693-67.0% | $5,076-63.0% | $6,396-70.6% |
| Admin fee / account holder | $36 | $14,549-99.8% | $11,957-99.7% | $12,562-99.7% |