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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 | $190,413 | $49,896+281.6% | $80,627+136.2% | $75,173+153.3% |
| Participation rate | 17.5% | 55.3%-37.8pp | 67.0%-49.5pp | 67.2%-49.7pp |
| Annual return | 12.88% | 34.67%-21.8pp | 936.76%-923.9pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $867 | $2,992-71.0% | $4,443-80.5% | $4,126-79.0% |
| Admin fee / account holder | $130 | $3,578-96.4% | $5,381-97.6% | $5,651-97.7% |