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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 | $683,423 | $165,399+313.2% | $149,745+356.4% | $158,982+329.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -3.88% | 348.34%-352.2pp | 276.72%-280.6pp | 302.99%-306.9pp |
| Employer contribution / active EE | $28,500 | $5,105+458.3% | $4,646+513.5% | $4,763+498.4% |
| Participant deferral / active EE | $4,724 | $7,183-34.2% | $6,843-31.0% | $5,983-21.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |