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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 | $121,119 | $72,071+68.1% | $68,368+77.2% | $137,256-11.8% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 9.85% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,112 | $2,788-60.1% | $2,649-58.0% | $4,156-73.2% |
| Participant deferral / active EE | $6,571 | $4,410+49.0% | $4,123+59.4% | $6,407+2.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |