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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 | $100,796 | $160,059-37.0% | $140,019-28.0% | $135,380-25.5% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | -11.38% | 911.48%-922.9pp | 651.17%-662.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $7,168 | $6,420+11.7% | $5,605+27.9% | $4,779+50.0% |
| Participant deferral / active EE | $3,173 | $7,641-58.5% | $6,927-54.2% | $5,609-43.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |