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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 | $18,294 | $183,539-90.0% | $155,556-88.2% | $145,897-87.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.17% | 61.31%-53.1pp | 64.84%-56.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,063 | $5,315-80.0% | $4,675-77.3% | $4,663-77.2% |
| Participant deferral / active EE | $2,450 | $6,467-62.1% | $5,631-56.5% | $6,689-63.4% |
| Admin fee / account holder | $99 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |