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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 | $168,948 | $226,090-25.3% | $182,531-7.4% | $152,885+10.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 5.94% | 192.57%-186.6pp | 148.57%-142.6pp | 345.39%-339.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,765 | $6,369+21.9% | $5,525+40.5% | $5,851+32.7% |
| Admin fee / account holder | $284 | $10,705-97.3% | $8,593-96.7% | $11,598-97.6% |