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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 | $123,666 | $160,040-22.7% | $147,096-15.9% | $145,877-15.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 8.60% | 98.49%-89.9pp | 419.75%-411.1pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,796 | $8,429-55.0% | $8,071-53.0% | $6,691-43.3% |
| Admin fee / account holder | $235 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |