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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 | $258,994 | $138,114+87.5% | $125,391+106.5% | $134,545+92.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -28.06% | 750.88%-778.9pp | 572.41%-600.5pp | 418.37%-446.4pp |
| Employer contribution / active EE | $16,100 | $5,246+206.9% | $4,816+234.3% | $4,742+239.6% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |