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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 | $1,614,403 | $142,392+1033.8% | $119,622+1249.6% | $134,532+1100.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -30.21% | -12.46%-17.7pp | -14.98%-15.2pp | 418.27%-448.5pp |
| Employer contribution / active EE | $1,591 | $5,224-69.5% | $4,232-62.4% | $4,741-66.4% |
| Participant deferral / active EE | $10,500 | $6,467+62.4% | $5,601+87.5% | $6,401+64.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |