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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 | $142,232 | $227,291-37.4% | $214,702-33.8% | $155,188-8.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 7.56% | 60.08%-52.5pp | 54.55%-47.0pp | 148.84%-141.3pp |
| Employer contribution / active EE | $2,232 | $6,772-67.0% | $6,461-65.5% | $4,248-47.5% |
| Participant deferral / active EE | $13,199 | $9,582+37.8% | $9,147+44.3% | $6,531+102.1% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |