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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 | $302,936 | $107,368+182.1% | $92,915+226.0% | $152,909+98.1% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | -20.87% | 145.64%-166.5pp | 109.45%-130.3pp | 345.46%-366.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $7,082-99.3% | $5,796-99.1% | $11,601-99.6% |