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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 | $309,509 | $135,645+128.2% | $110,243+180.8% | $135,379+128.6% |
| Participation rate | 15.0% | 83.5%-68.5pp | 79.8%-64.8pp | 82.6%-67.6pp |
| Annual return | -9.89% | 513.24%-523.1pp | 314.76%-324.6pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,200 | $4,907-55.2% | $3,827-42.5% | $4,779-54.0% |
| Participant deferral / active EE | $1,850 | $5,507-66.4% | $4,672-60.4% | $5,609-67.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |