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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 | $616,861 | $110,551+458.0% | $80,741+664.0% | $167,536+268.2% |
| Participation rate | 18.2% | 64.0%-45.8pp | 54.2%-36.0pp | 82.1%-63.9pp |
| Annual return | -5.06% | 120.57%-125.6pp | 87.30%-92.4pp | 478.82%-483.9pp |
| Employer contribution / active EE | $815 | $1,543-47.2% | $1,160-29.8% | $4,839-83.2% |
| Participant deferral / active EE | $815 | $2,870-71.6% | $2,145-62.0% | $6,342-87.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |