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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 | $130,941 | $175,259-25.3% | $149,723-12.5% | $139,487-6.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 9.01% | 166.82%-157.8pp | 134.50%-125.5pp | 373.84%-364.8pp |
| Employer contribution / active EE | $1,767 | $5,478-67.8% | $4,821-63.4% | $4,755-62.8% |
| Participant deferral / active EE | $6,280 | $6,522-3.7% | $5,682+10.5% | $6,713-6.4% |
| Admin fee / account holder | $47 | $16,158-99.7% | $13,215-99.6% | $11,407-99.6% |