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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 | $289,919 | $125,193+131.6% | $105,591+174.6% | $145,978+98.6% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | -9.58% | 225.53%-235.1pp | 116.43%-126.0pp | 550.52%-560.1pp |
| Employer contribution / active EE | $1,326 | $3,718-64.3% | $3,166-58.1% | $4,662-71.6% |
| Participant deferral / active EE | $14,254 | $5,708+149.7% | $5,008+184.6% | $6,690+113.1% |
| Admin fee / account holder | $126 | $17,277-99.3% | $11,024-98.9% | $13,400-99.1% |