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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 | $149,223 | $167,352-10.8% | $143,788+3.8% | $134,509+10.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -22.03% | 0.47%-22.5pp | -0.03%-22.0pp | 418.13%-440.2pp |
| Employer contribution / active EE | $8,111 | $5,620+44.3% | $4,952+63.8% | $4,741+71.1% |
| Participant deferral / active EE | $6,701 | $6,447+3.9% | $5,638+18.9% | $6,400+4.7% |
| Admin fee / account holder | $41 | $18,091-99.8% | $14,675-99.7% | $11,427-99.6% |