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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 | $426,314 | $81,262+424.6% | $155,602+174.0% | $80,911+426.9% |
| Participation rate | 6.5% | 66.2%-59.8pp | 78.2%-71.8pp | 67.6%-61.2pp |
| Annual return | -20.03% | 33.34%-53.4pp | 64.81%-84.8pp | 35.63%-55.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |