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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 | $150,346+114.1% | $120,524+167.0% | $145,877+120.6% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | -65.98% | 154.40%-220.4pp | 107.36%-173.3pp | 551.28%-617.3pp |
| Employer contribution / active EE | $3,002 | $4,353-31.0% | $3,469-13.5% | $4,663-35.6% |
| Participant deferral / active EE | $8,768 | $6,172+42.1% | $4,994+75.6% | $6,691+31.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |