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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 | $86,305 | $168,635-48.8% | $147,617-41.5% | $125,389-31.2% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.72% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,880 | $6,252-53.9% | $5,564-48.2% | $4,866-40.8% |
| Participant deferral / active EE | $13,842 | $5,507+151.4% | $4,895+182.8% | $5,352+158.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |