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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 | $301,071 | $107,363+180.4% | $92,909+224.0% | $152,897+96.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | -9.94% | 145.63%-155.6pp | 109.44%-119.4pp | 345.43%-355.4pp |
| Employer contribution / active EE | $1,590 | $4,222-62.3% | $3,653-56.5% | $4,764-66.6% |
| Participant deferral / active EE | $8,333 | $4,848+71.9% | $4,238+96.6% | $5,851+42.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |