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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 | $83,946 | $29,733+182.3% | $56,025+49.8% | $80,959+3.7% |
| Participation rate | 37.8% | 41.7%-3.9pp | 52.5%-14.7pp | 67.7%-29.9pp |
| Annual return | 9.75% | 35.28%-25.5pp | 1712.69%-1702.9pp | 35.67%-25.9pp |
| Employer contribution / active EE | $978 | $672+45.6% | $1,042-6.1% | $2,757-64.5% |
| Participant deferral / active EE | $3,035 | $1,229+146.9% | $1,955+55.3% | $4,300-29.4% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |