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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 | $707,786 | $104,924+574.6% | $84,623+736.4% | $152,885+363.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | -4.27% | 373.82%-378.1pp | 258.77%-263.0pp | 345.39%-349.7pp |
| Employer contribution / active EE | $1,040 | $3,302-68.5% | $2,652-60.8% | $4,763-78.2% |
| Participant deferral / active EE | $1,040 | $4,689-77.8% | $3,899-73.3% | $5,851-82.2% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |