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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 | $209,253 | $135,956+53.9% | $123,894+68.9% | $273,972-23.6% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 1.80% | 56.63%-54.8pp | 47.52%-45.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $2,120 | $5,170-59.0% | $4,617-54.1% | $4,869-56.5% |
| Participant deferral / active EE | $4,800 | $6,343-24.3% | $5,984-19.8% | $5,287-9.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |