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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 | $550,000 | $156,897+250.5% | $121,147+354.0% | $139,427+294.5% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | -45.20% | 1475.10%-1520.3pp | 986.30%-1031.5pp | 373.27%-418.5pp |
| Employer contribution / active EE | $0 | $5,539-100.0% | $4,166-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $4,081-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |