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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 | $284,690 | $100,073+184.5% | $85,126+234.4% | $145,877+95.2% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 2.36% | 84.11%-81.7pp | 66.63%-64.3pp | 551.28%-548.9pp |
| Employer contribution / active EE | $1,302 | $3,236-59.8% | $2,731-52.3% | $4,663-72.1% |
| Participant deferral / active EE | $6,041 | $5,294+14.1% | $4,523+33.6% | $6,691-9.7% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |