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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 | $123,899 | $183,592-32.5% | $155,567-20.4% | $145,959-15.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.06% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,492 | $5,315-53.1% | $4,674-46.7% | $4,661-46.5% |
| Participant deferral / active EE | $12,200 | $6,464+88.7% | $5,628+116.8% | $6,689+82.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |