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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 | $489,257 | $162,136+201.8% | $152,301+221.2% | $154,746+216.2% |
| Participation rate | 11.1% | 84.1%-73.0pp | 82.4%-71.3pp | 80.7%-69.6pp |
| Annual return | -19.44% | 91.02%-110.5pp | 80.50%-99.9pp | 172.34%-191.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $158 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |