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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 | $171,562 | $127,387+34.7% | $115,038+49.1% | $125,389+36.8% |
| Participation rate | 16.7% | 84.2%-67.5pp | 81.4%-64.7pp | 83.2%-66.5pp |
| Annual return | -4.97% | 31.28%-36.3pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,767 | $5,166-65.8% | $4,608-61.7% | $4,866-63.7% |
| Participant deferral / active EE | $4,000 | $6,423-37.7% | $6,026-33.6% | $5,352-25.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |