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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 | $658,317 | $142,392+362.3% | $119,622+450.3% | $134,532+389.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -55.20% | -12.46%-42.7pp | -14.98%-40.2pp | 418.27%-473.5pp |
| Employer contribution / active EE | $2,542 | $5,224-51.3% | $4,232-39.9% | $4,741-46.4% |
| Participant deferral / active EE | $3,268 | $6,467-49.5% | $5,601-41.7% | $6,401-49.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |