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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 | $33,905 | $65,423-48.2% | $98,477-65.6% | $85,856-60.5% |
| Participation rate | 14.0% | 65.0%-51.1pp | 73.3%-59.4pp | 69.3%-55.4pp |
| Annual return | 10.70% | 21.76%-11.1pp | 1493.59%-1482.9pp | 318.58%-307.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $924 | $3,167-70.8% | $4,276-78.4% | $3,952-76.6% |
| Admin fee / account holder | $132 | $4,594-97.1% | $5,951-97.8% | $6,261-97.9% |