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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 | $139,796 | $154,228-9.4% | $145,433-3.9% | $137,256+1.9% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 7.20% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,733 | $8,216-54.6% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $244 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |