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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 | $493,812 | $110,278+347.8% | $95,740+415.8% | $139,466+254.1% |
| Participation rate | 55.6% | 75.7%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | -26.36% | 27.19%-53.6pp | 28.41%-54.8pp | 373.66%-400.0pp |
| Employer contribution / active EE | $2,747 | $3,260-15.8% | $2,836-3.2% | $4,754-42.2% |
| Participant deferral / active EE | $4,479 | $4,674-4.2% | $4,244+5.5% | $6,712-33.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |