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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 | $57,116 | $86,919-34.3% | $102,457-44.3% | $80,911-29.4% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.8pp | 67.6%+0.1pp |
| Annual return | 7.33% | 18.90%-11.6pp | 29.41%-22.1pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,741 | $4,119-33.5% | $5,054-45.8% | $4,297-36.2% |
| Admin fee / account holder | $279 | $8,049-96.5% | $9,451-97.0% | $6,935-96.0% |