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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 | $310,562 | $125,237+148.0% | $105,608+194.1% | $145,877+112.9% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 2.67% | 225.76%-223.1pp | 116.50%-113.8pp | 551.28%-548.6pp |
| Employer contribution / active EE | $1,228 | $3,720-67.0% | $3,167-61.2% | $4,663-73.7% |
| Participant deferral / active EE | $14,615 | $5,711+155.9% | $5,010+191.7% | $6,691+118.4% |
| Admin fee / account holder | $147 | $17,287-99.1% | $11,028-98.7% | $13,402-98.9% |