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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 | $27,765 | $175,231-84.2% | $149,696-81.5% | $139,466-80.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.18% | 166.77%-160.6pp | 134.46%-128.3pp | 373.66%-367.5pp |
| Employer contribution / active EE | $2,094 | $5,478-61.8% | $4,821-56.6% | $4,754-56.0% |
| Participant deferral / active EE | $2,775 | $6,521-57.5% | $5,682-51.2% | $6,712-58.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |