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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 | $70,053 | $85,766-18.3% | $136,298-48.6% | $70,126-0.1% |
| Participation rate | 58.7% | 74.2%-15.5pp | 81.9%-23.2pp | 69.5%-10.8pp |
| Annual return | 11.60% | 31.46%-19.9pp | 5156.27%-5144.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,736 | $5,051-26.0% | $6,247-40.2% | $3,332+12.1% |
| Admin fee / account holder | $250 | $5,421-95.4% | $9,244-97.3% | $4,645-94.6% |