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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 | $654,064 | $135,639+382.2% | $110,241+493.3% | $135,382+383.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -13.13% | 513.21%-526.3pp | 314.75%-327.9pp | 519.77%-532.9pp |
| Employer contribution / active EE | $7,860 | $4,907+60.2% | $3,827+105.4% | $4,779+64.5% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,672+156.8% | $5,609+113.9% |
| Admin fee / account holder | $6 | $11,457-99.9% | $8,548-99.9% | $10,829-99.9% |