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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 | $65,071 | $162,136-59.9% | $152,301-57.3% | $154,746-57.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 9.28% | 91.02%-81.7pp | 80.50%-71.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,559 | $8,341-9.4% | $8,004-5.6% | $6,730+12.3% |
| Admin fee / account holder | $237 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |