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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 | $582,657 | $85,060+585.0% | $70,548+725.9% | $139,456+317.8% |
| Participation rate | 10.0% | 73.9%-63.9pp | 68.3%-58.3pp | 80.3%-70.3pp |
| Annual return | -68.37% | 30.38%-98.7pp | 32.78%-101.1pp | 373.45%-441.8pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |