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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 | $1,159,968 | $124,980+828.1% | $108,359+970.5% | $154,746+649.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | -3.60% | 45.00%-48.6pp | 36.89%-40.5pp | 172.34%-175.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |