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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 | $1,675,626 | $121,677+1277.1% | $104,625+1501.5% | $158,966+954.1% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | -5.45% | 465.58%-471.0pp | 340.60%-346.0pp | 302.95%-308.4pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |