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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 | $146,871 | $174,379-15.8% | $152,093-3.4% | $138,895+5.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 10.34% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,510 | $4,652-67.5% | $4,175-63.8% | $4,194-64.0% |
| Participant deferral / active EE | $8,417 | $6,159+36.7% | $5,451+54.4% | $6,396+31.6% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |