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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 | $276,247 | $125,184+120.7% | $105,607+161.6% | $145,884+89.4% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | -2.21% | 225.00%-227.2pp | 116.11%-118.3pp | 551.85%-554.1pp |
| Employer contribution / active EE | $3,417 | $3,720-8.1% | $3,167+7.9% | $4,662-26.7% |
| Participant deferral / active EE | $7,643 | $5,714+33.8% | $5,011+52.5% | $6,690+14.2% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |