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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 | $529,888 | $123,750+328.2% | $69,611+661.2% | $145,877+263.2% |
| Participation rate | 14.3% | 69.2%-54.9pp | 66.4%-52.1pp | 80.3%-66.0pp |
| Annual return | 1.00% | 192.03%-191.0pp | 101.14%-100.1pp | 551.28%-550.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |