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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 | $66,216 | $81,262-18.5% | $155,602-57.4% | $80,911-18.2% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 1.08% | 33.34%-32.3pp | 64.81%-63.7pp | 35.63%-34.5pp |
| Employer contribution / active EE | $959 | $3,102-69.1% | $4,675-79.5% | $2,756-65.2% |
| Participant deferral / active EE | $1,393 | $3,451-59.6% | $5,629-75.2% | $4,297-67.6% |
| Admin fee / account holder | $85 | $7,992-98.9% | $15,923-99.5% | $6,935-98.8% |