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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 | $269,497 | $167,353+61.0% | $143,797+87.4% | $134,545+100.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -22.13% | 0.48%-22.6pp | -0.04%-22.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,739 | $5,620-69.1% | $4,952-64.9% | $4,742-63.3% |
| Participant deferral / active EE | $6,279 | $6,447-2.6% | $5,638+11.4% | $6,401-1.9% |
| Admin fee / account holder | $9 | $18,096-100.0% | $14,679-99.9% | $11,431-99.9% |