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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 | $287,709 | $76,519+276.0% | $56,025+413.5% | $145,897+97.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -5.84% | 3017.03%-3022.9pp | 1712.69%-1718.5pp | 552.29%-558.1pp |
| Employer contribution / active EE | $658 | $1,383-52.5% | $1,042-36.9% | $4,663-85.9% |
| Participant deferral / active EE | $1,644 | $2,624-37.4% | $1,955-15.9% | $6,689-75.4% |
| Admin fee / account holder | $20 | $3,331-99.4% | $2,828-99.3% | $13,390-99.9% |