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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 | $842,162 | $109,908+666.2% | $97,161+766.8% | $145,978+476.9% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 1.87% | 243.80%-241.9pp | 75.36%-73.5pp | 550.52%-548.6pp |
| Employer contribution / active EE | $9,667 | $3,077+214.1% | $2,723+255.0% | $4,662+107.4% |
| Participant deferral / active EE | $9,833 | $4,679+110.2% | $4,265+130.5% | $6,690+47.0% |
| Admin fee / account holder | $2 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |