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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 | $1,478,540 | $96,524+1431.8% | $75,900+1848.0% | $152,909+866.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.3%-44.3pp | 82.5%-57.5pp |
| Annual return | -0.88% | 33.93%-34.8pp | 30.73%-31.6pp | 345.46%-346.3pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |