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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 | $1,482,399 | $95,383+1454.2% | $185,837+697.7% | $85,856+1626.6% |
| Participation rate | 1.4% | 68.8%-67.4pp | 81.7%-80.3pp | 69.3%-67.9pp |
| Annual return | -20.78% | 23.59%-44.4pp | 122.08%-142.9pp | 318.58%-339.4pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |