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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 | $401,473 | $168,626+138.1% | $133,698+200.3% | $145,897+175.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 4.64% | 1168.99%-1164.3pp | 580.90%-576.3pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |