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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 | $42,122 | $129,737-67.5% | $119,126-64.6% | $154,746-72.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 3.97% | 379.08%-375.1pp | 282.11%-278.1pp | 172.34%-168.4pp |
| Employer contribution / active EE | $1,120 | $4,375-74.4% | $4,034-72.2% | $4,379-74.4% |
| Participant deferral / active EE | $1,915 | $5,842-67.2% | $5,318-64.0% | $6,730-71.5% |
| Admin fee / account holder | $19 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |