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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 | $52,429 | $35,183+49.0% | $73,550-28.7% | $70,126-25.2% |
| Participation rate | 37.3% | 42.9%-5.6pp | 54.9%-17.6pp | 69.5%-32.3pp |
| Annual return | 12.10% | 26.90%-14.8pp | -15.16%+27.3pp | 73.15%-61.0pp |
| Employer contribution / active EE | $728 | $709+2.7% | $1,219-40.3% | $2,343-68.9% |
| Participant deferral / active EE | $1,316 | $1,220+7.9% | $1,804-27.1% | $3,332-60.5% |
| Admin fee / account holder | $165 | $2,302-92.9% | $2,320-92.9% | $4,645-96.5% |