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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 | $51,049 | $57,590-11.4% | $86,233-40.8% | $82,448-38.1% |
| Participation rate | 45.5% | 57.9%-12.4pp | 69.0%-23.6pp | 68.1%-22.6pp |
| Annual return | 8.95% | 22.41%-13.5pp | 61.39%-52.4pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,427 | $1,655-13.8% | $2,504-43.0% | $2,551-44.1% |
| Participant deferral / active EE | $2,621 | $3,080-14.9% | $4,559-42.5% | $4,139-36.7% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |