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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 | $114,178 | $198,457-42.5% | $170,435-33.0% | $147,586-22.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 7.36% | 257.30%-249.9pp | 205.94%-198.6pp | 578.59%-571.2pp |
| Employer contribution / active EE | $2,574 | $6,183-58.4% | $5,432-52.6% | $4,876-47.2% |
| Participant deferral / active EE | $7,833 | $5,629+39.2% | $4,939+58.6% | $5,439+44.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |