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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 | $83,733 | $43,075+94.4% | $74,577+12.3% | $62,881+33.2% |
| Participation rate | 68.2% | 58.1%+10.1pp | 68.1%+0.1pp | 69.3%-1.1pp |
| Annual return | 4.75% | 17.50%-12.7pp | 20.47%-15.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,373 | $2,389+83.0% | $3,458+26.4% | $3,203+36.5% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |