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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 | $145,975 | $157,276-7.2% | $141,177+3.4% | $152,885-4.5% |
| Participation rate | 35.3% | 84.8%-49.5pp | 82.5%-47.2pp | 82.5%-47.2pp |
| Annual return | 0.90% | 64.33%-63.4pp | 71.40%-70.5pp | 345.39%-344.5pp |
| Employer contribution / active EE | $8,471 | $5,262+61.0% | $4,736+78.9% | $4,763+77.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $12,123-99.8% | $10,263-99.7% | $11,598-99.7% |