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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 | $137,459 | $88,754+54.9% | $81,820+68.0% | $145,877-5.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.11% | 1031.77%-1023.7pp | 777.93%-769.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,982 | $4,648-35.8% | $4,323-31.0% | $6,691-55.4% |
| Admin fee / account holder | $130 | $8,424-98.5% | $7,391-98.2% | $13,402-99.0% |