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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 | $80,712 | $85,766-5.9% | $136,298-40.8% | $70,126+15.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 12.16% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,136 | $5,051-18.1% | $6,247-33.8% | $3,332+24.1% |
| Admin fee / account holder | $69 | $5,421-98.7% | $9,244-99.3% | $4,645-98.5% |