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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 | $305,013 | $160,059+90.6% | $140,019+117.8% | $135,380+125.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -11.35% | 911.48%-922.8pp | 651.17%-662.5pp | 519.81%-531.2pp |
| Employer contribution / active EE | $3,874 | $6,420-39.7% | $5,605-30.9% | $4,779-18.9% |
| Participant deferral / active EE | $8,767 | $7,641+14.7% | $6,927+26.6% | $5,609+56.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |