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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 | $46,833 | $178,174-73.7% | $156,181-70.0% | $137,256-65.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | -2.05% | 84.19%-86.2pp | 64.87%-66.9pp | 220.34%-222.4pp |
| Employer contribution / active EE | $2,812 | $4,972-43.4% | $4,294-34.5% | $4,156-32.3% |
| Participant deferral / active EE | $3,046 | $6,888-55.8% | $6,132-50.3% | $6,407-52.5% |
| Admin fee / account holder | $3 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |