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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 | $334,412 | $168,636+98.3% | $147,617+126.5% | $125,393+166.7% |
| Participation rate | 16.7% | 88.8%-72.1pp | 84.6%-68.0pp | 83.2%-66.5pp |
| Annual return | -11.74% | 77.65%-89.4pp | 61.98%-73.7pp | 282.23%-294.0pp |
| Employer contribution / active EE | $1,297 | $6,252-79.2% | $5,565-76.7% | $4,866-73.3% |
| Participant deferral / active EE | $4,000 | $5,507-27.4% | $4,895-18.3% | $5,351-25.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |