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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 | $70,366+20.8% | $66,674+27.5% | $138,895-38.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 10.11% | 386.41%-376.3pp | 321.24%-311.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,412 | $2,765-48.9% | $2,620-46.1% | $4,194-66.3% |
| Participant deferral / active EE | $3,958 | $4,374-9.5% | $4,084-3.1% | $6,396-38.1% |
| Admin fee / account holder | $21 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |