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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 | $798,975 | $106,247+652.0% | $96,515+727.8% | $139,466+472.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | -23.99% | 38.47%-62.5pp | 35.73%-59.7pp | 373.66%-397.7pp |
| Employer contribution / active EE | $1,240 | $4,106-69.8% | $3,740-66.8% | $4,754-73.9% |
| Participant deferral / active EE | $4,865 | $5,456-10.8% | $4,880-0.3% | $6,712-27.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |