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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 | $982,087 | $116,360+744.0% | $65,566+1397.9% | $139,466+604.2% |
| Participation rate | 16.7% | 67.8%-51.1pp | 64.9%-48.3pp | 80.3%-63.7pp |
| Annual return | -6.33% | 31.23%-37.6pp | 47.40%-53.7pp | 373.66%-380.0pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |