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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 | $75,465 | $135,956-44.5% | $123,894-39.1% | $273,972-72.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.89% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,431 | $5,170+24.4% | $4,617+39.3% | $4,869+32.1% |
| Participant deferral / active EE | $4,339 | $6,343-31.6% | $5,984-27.5% | $5,287-17.9% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |