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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 | $344,459 | $117,396+193.4% | $99,452+246.4% | $152,870+125.3% |
| Participation rate | 16.7% | 77.5%-60.9pp | 73.8%-57.2pp | 82.4%-65.8pp |
| Annual return | -13.51% | 31.87%-45.4pp | 30.72%-44.2pp | 345.34%-358.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,632-100.0% | $6,251-100.0% | $11,597-100.0% |