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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 | $84,989 | $72,071+17.9% | $68,368+24.3% | $137,256-38.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 10.11% | 353.14%-343.0pp | 292.57%-282.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,412 | $2,788-49.4% | $2,649-46.7% | $4,156-66.0% |
| Participant deferral / active EE | $3,958 | $4,410-10.2% | $4,123-4.0% | $6,407-38.2% |
| Admin fee / account holder | $21 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |