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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 | $273,373 | $99,647+174.3% | $86,439+216.3% | $134,509+103.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -29.49% | 6784.13%-6813.6pp | 4395.55%-4425.0pp | 418.13%-447.6pp |
| Employer contribution / active EE | $2,495 | $4,401-43.3% | $3,769-33.8% | $4,741-47.4% |
| Participant deferral / active EE | $4,737 | $7,246-34.6% | $6,952-31.9% | $6,400-26.0% |
| Admin fee / account holder | $12 | $8,373-99.9% | $6,732-99.8% | $11,427-99.9% |