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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 | $43,735 | $70,366-37.8% | $66,674-34.4% | $138,895-68.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 12.94% | 386.41%-373.5pp | 321.24%-308.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $573 | $2,765-79.3% | $2,620-78.1% | $4,194-86.3% |
| Participant deferral / active EE | $4,463 | $4,374+2.0% | $4,084+9.3% | $6,396-30.2% |
| Admin fee / account holder | $17 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |