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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 | $111,535-62.2% | $105,223-60.0% | $137,256-69.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 3.97% | 237.85%-233.9pp | 180.65%-176.7pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,120 | $3,939-71.6% | $3,689-69.6% | $4,156-73.1% |
| Participant deferral / active EE | $1,915 | $5,500-65.2% | $5,072-62.2% | $6,407-70.1% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |