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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 | $104,288 | $178,174-41.5% | $156,181-33.2% | $137,256-24.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 3.74% | 84.19%-80.5pp | 64.87%-61.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,265 | $6,888+5.5% | $6,132+18.5% | $6,407+13.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |