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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 | $500,708 | $96,678+417.9% | $86,640+477.9% | $139,466+259.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | -5.35% | 106.69%-112.0pp | 592.52%-597.9pp | 373.66%-379.0pp |
| Employer contribution / active EE | $1,245 | $3,265-61.9% | $3,024-58.8% | $4,754-73.8% |
| Participant deferral / active EE | $1,556 | $4,837-67.8% | $4,438-64.9% | $6,712-76.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |