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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 | $134,800 | $111,787+20.6% | $93,681+43.9% | $145,978-7.7% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 4.43% | 203.52%-199.1pp | 133.47%-129.0pp | 550.52%-546.1pp |
| Employer contribution / active EE | $1,279 | $3,093-58.6% | $2,422-47.2% | $4,662-72.6% |
| Participant deferral / active EE | $1,532 | $4,918-68.8% | $4,415-65.3% | $6,690-77.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |