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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 | $311,657 | $181,896+71.3% | $156,551+99.1% | $273,972+13.8% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | -82.13% | 30.74%-112.9pp | 32.23%-114.4pp | 41.46%-123.6pp |
| Employer contribution / active EE | $17,060 | $6,248+173.0% | $5,501+210.1% | $4,869+250.4% |
| Participant deferral / active EE | $35,819 | $5,550+545.4% | $4,871+635.3% | $5,287+577.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |