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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 | $205,500 | $174,379+17.8% | $152,093+35.1% | $138,895+48.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 10.17% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $995 | $4,652-78.6% | $4,175-76.2% | $4,194-76.3% |
| Participant deferral / active EE | $4,231 | $6,159-31.3% | $5,451-22.4% | $6,396-33.8% |
| Admin fee / account holder | $11 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |