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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 | $332,614 | $133,981+148.3% | $112,249+196.3% | $134,532+147.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -28.05% | 47.16%-75.2pp | 27.48%-55.5pp | 418.27%-446.3pp |
| Employer contribution / active EE | $2,476 | $4,040-38.7% | $3,636-31.9% | $4,741-47.8% |
| Participant deferral / active EE | $13,500 | $5,292+155.1% | $4,729+185.5% | $6,401+110.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |