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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% | $155,574-20.4% | $145,877-15.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.06% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,492 | $5,317-53.1% | $4,676-46.7% | $4,663-46.5% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,691+82.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |