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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 | $218,977 | $86,294+153.8% | $111,303+96.7% | $85,856+155.1% |
| Participation rate | 38.7% | 73.3%-34.6pp | 77.3%-38.6pp | 69.3%-30.6pp |
| Annual return | 10.31% | 19.99%-9.7pp | 54.66%-44.3pp | 318.58%-308.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,007 | $3,641+65.0% | $4,487+33.9% | $3,952+52.0% |
| Admin fee / account holder | $10 | $8,189-99.9% | $7,966-99.9% | $6,261-99.8% |