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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 | $59,691 | $88,754-32.7% | $81,820-27.0% | $145,877-59.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.42% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,688 | $4,648-63.7% | $4,323-61.0% | $6,691-74.8% |
| Admin fee / account holder | $50 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |