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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 | $76,383 | $51,638+47.9% | $68,368+11.7% | $82,448-7.4% |
| Participation rate | 27.3% | 63.6%-36.3pp | 73.8%-46.5pp | 68.1%-40.8pp |
| Annual return | 13.11% | 37.53%-24.4pp | 292.57%-279.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $882 | $2,047-56.9% | $2,649-66.7% | $2,551-65.4% |
| Participant deferral / active EE | $2,357 | $2,914-19.1% | $4,123-42.8% | $4,139-43.1% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |