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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 | $57,952 | $180,459-67.9% | $154,108-62.4% | $135,380-57.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -24.71% | 888.21%-912.9pp | 735.21%-759.9pp | 519.81%-544.5pp |
| Employer contribution / active EE | $3,207 | $6,035-46.9% | $5,298-39.5% | $4,779-32.9% |
| Participant deferral / active EE | $6,513 | $5,806+12.2% | $5,081+28.2% | $5,609+16.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |