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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 | $104,626 | $106,005-1.3% | $92,239+13.4% | $147,585-29.1% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 9.49% | 50.05%-40.6pp | 176.29%-166.8pp | 578.58%-569.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,797 | $4,478-15.2% | $3,897-2.6% | $5,439-30.2% |
| Admin fee / account holder | $85 | $6,333-98.7% | $5,194-98.4% | $10,886-99.2% |