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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 | $208,898 | $99,995+108.9% | $85,063+145.6% | $145,978+43.1% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 7.27% | 83.99%-76.7pp | 66.54%-59.3pp | 550.52%-543.3pp |
| Employer contribution / active EE | $628 | $3,231-80.6% | $2,727-77.0% | $4,662-86.5% |
| Participant deferral / active EE | $4,275 | $5,295-19.3% | $4,523-5.5% | $6,690-36.1% |
| Admin fee / account holder | $112 | $7,255-98.5% | $6,155-98.2% | $13,400-99.2% |