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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 | $392,466 | $88,754+342.2% | $81,820+379.7% | $145,877+169.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | -14.60% | 1031.77%-1046.4pp | 777.93%-792.5pp | 551.28%-565.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |