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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 | $130,314 | $78,423+66.2% | $95,964+35.8% | $79,856+63.2% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 9.67% | 19.37%-9.7pp | 91.64%-82.0pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,658 | $3,440-22.7% | $4,167-36.2% | $3,741-28.9% |
| Admin fee / account holder | $13 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |