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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 | $165,096 | $69,118+138.9% | $53,647+207.7% | $138,895+18.9% |
| Participation rate | 37.5% | 64.0%-26.5pp | 56.3%-18.8pp | 79.9%-42.4pp |
| Annual return | 3.13% | 248.26%-245.1pp | 358.33%-355.2pp | 145.39%-142.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |