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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 | $109,827 | $93,346+17.7% | $71,796+53.0% | $273,972-59.9% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 0.67% | 130.39%-129.7pp | 78.04%-77.4pp | 41.46%-40.8pp |
| Employer contribution / active EE | $865 | $2,733-68.3% | $1,924-55.0% | $4,869-82.2% |
| Participant deferral / active EE | $3,267 | $3,475-6.0% | $2,794+16.9% | $5,287-38.2% |
| Admin fee / account holder | $79 | $6,571-98.8% | $4,815-98.4% | $10,133-99.2% |