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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 | $1,088,776 | $81,487+1236.1% | $102,412+963.1% | $80,935+1245.2% |
| Participation rate | 3.1% | 66.8%-63.7pp | 74.5%-71.4pp | 67.7%-64.5pp |
| Annual return | -15.52% | 25.60%-41.1pp | 24.94%-40.5pp | 35.66%-51.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |