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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 | $35,405 | $99,011-64.2% | $86,582-59.1% | $147,586-76.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 7.14% | 1312.75%-1305.6pp | 965.08%-957.9pp | 578.59%-571.5pp |
| Employer contribution / active EE | $779 | $3,132-75.1% | $2,839-72.6% | $4,876-84.0% |
| Participant deferral / active EE | $3,831 | $3,972-3.6% | $3,609+6.2% | $5,439-29.6% |
| Admin fee / account holder | $23 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |