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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 | $311,177 | $150,447+106.8% | $136,298+128.3% | $147,586+110.8% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 4.69% | 1049.15%-1044.5pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $2,500 | $5,256-52.4% | $4,696-46.8% | $4,876-48.7% |
| Participant deferral / active EE | $5,000 | $6,631-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |