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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 | $1,491,958 | $69,118+2058.6% | $53,647+2681.1% | $138,895+974.2% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 0.00% | 248.26%-248.3pp | 358.33%-358.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |