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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 | $136,114 | $51,604+163.8% | $129,295+5.3% | $80,874+68.3% |
| Participation rate | 14.8% | 57.0%-42.2pp | 69.6%-54.8pp | 67.6%-52.8pp |
| Annual return | 10.22% | 20.76%-10.5pp | 9429.28%-9419.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $826 | $2,670-69.1% | $4,169-80.2% | $4,297-80.8% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |