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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 | $61,950 | $78,707-21.3% | $117,861-47.4% | $70,126-11.7% |
| Participation rate | 58.2% | 73.2%-15.0pp | 79.7%-21.5pp | 69.5%-11.4pp |
| Annual return | 11.67% | 23.30%-11.6pp | 335.11%-323.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,148 | $3,297+116.8% | $4,482+59.5% | $3,332+114.5% |
| Admin fee / account holder | $133 | $5,066-97.4% | $8,021-98.3% | $4,645-97.1% |