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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 | $51,638+163.6% | $129,406+5.2% | $80,959+68.1% |
| Participation rate | 14.8% | 56.9%-42.1pp | 69.6%-54.8pp | 67.7%-52.9pp |
| Annual return | 10.22% | 20.78%-10.6pp | 9468.18%-9458.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $826 | $2,670-69.1% | $4,167-80.2% | $4,300-80.8% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |