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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 | $155,555+214.5% | $146,866+233.1% | $155,188+215.3% |
| Participation rate | 11.1% | 84.0%-72.8pp | 82.5%-71.4pp | 80.8%-69.7pp |
| Annual return | -19.44% | 115.41%-134.9pp | 102.85%-122.3pp | 148.84%-168.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $158 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |