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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 | $387,799 | $111,830+246.8% | $93,696+313.9% | $145,884+165.8% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | -9.16% | 204.08%-213.2pp | 133.74%-142.9pp | 551.85%-561.0pp |
| Employer contribution / active EE | $610 | $3,093-80.3% | $2,422-74.8% | $4,662-86.9% |
| Participant deferral / active EE | $4,088 | $4,920-16.9% | $4,417-7.4% | $6,690-38.9% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |