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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 | $66,240 | $172,111-61.5% | $150,298-55.9% | $137,256-51.7% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 9.23% | 69.37%-60.1pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $4,111 | $4,636-11.3% | $4,154-1.0% | $4,156-1.1% |
| Participant deferral / active EE | $3,889 | $6,166-36.9% | $5,453-28.7% | $6,407-39.3% |
| Admin fee / account holder | $220 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |