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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 | $451,929 | $185,883+143.1% | $170,043+165.8% | $139,466+224.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | -0.76% | 60.54%-61.3pp | 53.40%-54.2pp | 373.66%-374.4pp |
| Employer contribution / active EE | $5,198 | $7,596-31.6% | $6,790-23.4% | $4,754+9.3% |
| Participant deferral / active EE | $27,608 | $11,626+137.5% | $10,410+165.2% | $6,712+311.3% |
| Admin fee / account holder | $252 | $15,393-98.4% | $12,824-98.0% | $11,409-97.8% |