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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 | $74,478 | $72,071+3.3% | $68,368+8.9% | $137,256-45.7% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 4.22% | 353.14%-348.9pp | 292.57%-288.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $582 | $2,788-79.1% | $2,649-78.0% | $4,156-86.0% |
| Participant deferral / active EE | $1,031 | $4,410-76.6% | $4,123-75.0% | $6,407-83.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |