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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 | $79,907 | $183,539-56.5% | $155,556-48.6% | $145,897-45.2% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 8.14% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,365 | $5,315-74.3% | $4,675-70.8% | $4,663-70.7% |
| Participant deferral / active EE | $2,496 | $6,467-61.4% | $5,631-55.7% | $6,689-62.7% |
| Admin fee / account holder | $180 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |