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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,844 | $157,304-67.7% | $141,197-64.0% | $152,909-66.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 10.61% | 64.34%-53.7pp | 71.41%-60.8pp | 345.46%-334.9pp |
| Employer contribution / active EE | $7,595 | $5,263+44.3% | $4,736+60.4% | $4,764+59.4% |
| Participant deferral / active EE | $3,571 | $7,111-49.8% | $6,710-46.8% | $5,851-39.0% |
| Admin fee / account holder | $35 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |