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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 | $1,168,004 | $217,432+437.2% | $185,849+528.5% | $167,536+597.2% |
| Participation rate | 14.3% | 86.1%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,760 | $5,875-19.0% | $5,169-7.9% | $4,839-1.6% |
| Participant deferral / active EE | $3,714 | $6,357-41.6% | $5,569-33.3% | $6,342-41.4% |
| Admin fee / account holder | $70 | $19,818-99.6% | $16,244-99.6% | $12,315-99.4% |