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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 | $39,041 | $167,352-76.7% | $143,788-72.8% | $134,509-71.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -24.42% | 0.47%-24.9pp | -0.03%-24.4pp | 418.13%-442.6pp |
| Employer contribution / active EE | $5,305 | $5,620-5.6% | $4,952+7.1% | $4,741+11.9% |
| Participant deferral / active EE | $3,247 | $6,447-49.6% | $5,638-42.4% | $6,400-49.3% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |