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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 | $108,178 | $183,516-41.1% | $155,534-30.4% | $145,884-25.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.23% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,119 | $5,315-41.3% | $4,675-33.3% | $4,662-33.1% |
| Participant deferral / active EE | $7,168 | $6,467+10.8% | $5,630+27.3% | $6,690+7.2% |
| Admin fee / account holder | $225 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |