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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 | $280,766 | $116,434+141.1% | $65,583+328.1% | $139,487+101.3% |
| Participation rate | 5.6% | 67.9%-62.3pp | 65.0%-59.4pp | 80.3%-74.8pp |
| Annual return | -40.58% | 31.34%-71.9pp | 47.46%-88.0pp | 373.84%-414.4pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,696-100.0% | $4,112-100.0% | $11,407-100.0% |