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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 | $321,836 | $150,412+114.0% | $120,574+166.9% | $145,884+120.6% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | -65.98% | 154.50%-220.5pp | 107.42%-173.4pp | 551.85%-617.8pp |
| Employer contribution / active EE | $3,002 | $4,355-31.1% | $3,471-13.5% | $4,662-35.6% |
| Participant deferral / active EE | $8,768 | $6,175+42.0% | $4,996+75.5% | $6,690+31.1% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |