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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 | $51,689 | $171,867-69.9% | $149,721-65.5% | $147,586-65.0% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 2.83% | 2113.36%-2110.5pp | 1501.67%-1498.8pp | 578.59%-575.8pp |
| Employer contribution / active EE | $1,582 | $6,275-74.8% | $5,444-70.9% | $4,876-67.6% |
| Participant deferral / active EE | $4,179 | $7,270-42.5% | $6,568-36.4% | $5,439-23.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |