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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 | $131,837 | $157,296-16.2% | $141,191-6.6% | $152,897-13.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 6.97% | 64.34%-57.4pp | 71.41%-64.4pp | 345.43%-338.5pp |
| Employer contribution / active EE | $2,271 | $5,262-56.9% | $4,736-52.1% | $4,764-52.3% |
| Participant deferral / active EE | $4,485 | $7,111-36.9% | $6,710-33.2% | $5,851-23.4% |
| Admin fee / account holder | $258 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |