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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 | $192,246 | $100,970+90.4% | $96,576+99.1% | $137,256+40.1% |
| Participation rate | 65.2% | 82.6%-17.4pp | 81.4%-16.2pp | 80.0%-14.7pp |
| Annual return | 11.74% | 38.16%-26.4pp | 38.47%-26.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,338 | $8,286+12.7% | $7,956+17.4% | $6,407+45.8% |
| Admin fee / account holder | $46 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |