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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 | $70,754 | $59,804+18.3% | $81,982-13.7% | $79,856-11.4% |
| Participation rate | 28.2% | 61.6%-33.4pp | 69.3%-41.1pp | 69.6%-41.4pp |
| Annual return | 6.04% | 17.56%-11.5pp | 41.31%-35.3pp | 31.71%-25.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,091 | $2,695-22.4% | $3,722-43.8% | $3,741-44.1% |
| Admin fee / account holder | $212 | $4,288-95.0% | $5,665-96.2% | $5,306-96.0% |