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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 | $1,180,764 | $124,175+850.9% | $108,405+989.2% | $167,536+604.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | -32.48% | 1380.13%-1412.6pp | 905.55%-938.0pp | 478.82%-511.3pp |
| Employer contribution / active EE | $3,373 | $4,188-19.5% | $3,559-5.2% | $4,839-30.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |