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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 | $1,742,976 | $85,171+1946.4% | $172,752+908.9% | $72,975+2288.4% |
| Participation rate | 3.0% | 70.1%-67.0pp | 82.6%-79.6pp | 69.5%-66.5pp |
| Annual return | -12.78% | 27.32%-40.1pp | 802.97%-815.8pp | 81.01%-93.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |