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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 | $43,220 | $111,878-61.4% | $93,727-53.9% | $145,897-70.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 7.72% | 204.28%-196.6pp | 133.83%-126.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $4,496 | $3,092+45.4% | $2,421+85.7% | $4,663-3.6% |
| Participant deferral / active EE | $9,769 | $4,920+98.5% | $4,417+121.2% | $6,689+46.0% |
| Admin fee / account holder | $295 | $10,256-97.1% | $8,292-96.4% | $13,390-97.8% |