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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 | $91,665 | $89,370+2.6% | $141,197-35.1% | $72,976+25.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 15.52% | 111.88%-96.4pp | 71.41%-55.9pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,717 | $5,419-13.0% | $6,710-29.7% | $3,608+30.7% |
| Admin fee / account holder | $77 | $5,957-98.7% | $10,265-99.3% | $5,124-98.5% |