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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 | $63,949-20.2% | $129,031-60.4% | $94,015-45.7% |
| Participation rate | 45.5% | 63.4%-18.0pp | 73.4%-27.9pp | 70.8%-25.4pp |
| Annual return | 8.95% | 17.56%-8.6pp | 34.67%-25.7pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,427 | $1,865-23.5% | $3,226-55.8% | $2,790-48.9% |
| Participant deferral / active EE | $2,621 | $3,686-28.9% | $5,217-49.8% | $4,249-38.3% |
| Admin fee / account holder | $0 | $5,523-100.0% | $13,208-100.0% | $8,951-100.0% |