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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 | $49,352 | $217,427-77.3% | $185,837-73.4% | $167,518-70.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 3.87% | 148.39%-144.5pp | 122.08%-118.2pp | 478.71%-474.8pp |
| Employer contribution / active EE | $2,148 | $5,874-63.4% | $5,168-58.4% | $4,838-55.6% |
| Participant deferral / active EE | $9,750 | $6,357+53.4% | $5,568+75.1% | $6,342+53.7% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |