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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 | $568,336 | $107,368+429.3% | $92,915+511.7% | $152,909+271.7% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.5%-55.8pp |
| Annual return | -1.37% | 145.64%-147.0pp | 109.45%-110.8pp | 345.46%-346.8pp |
| Employer contribution / active EE | $1,609 | $4,222-61.9% | $3,653-56.0% | $4,764-66.2% |
| Participant deferral / active EE | $4,248 | $4,848-12.4% | $4,238+0.2% | $5,851-27.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |