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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 | $102,595+18.1% | $94,057+28.8% | $154,746-21.7% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 9.85% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,112 | $3,147-64.7% | $2,933-62.1% | $4,379-74.6% |
| Participant deferral / active EE | $6,571 | $5,118+28.4% | $4,709+39.5% | $6,730-2.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |