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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 | $209,023 | $165,381+26.4% | $149,730+39.6% | $158,966+31.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 4.82% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.1pp |
| Employer contribution / active EE | $27,549 | $5,104+439.7% | $4,645+493.1% | $4,762+478.5% |
| Participant deferral / active EE | $5,061 | $7,182-29.5% | $6,843-26.0% | $5,983-15.4% |
| Admin fee / account holder | $209 | $10,809-98.1% | $9,310-97.8% | $11,250-98.1% |