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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 | $60,442-15.5% | $96,754-47.2% | $87,485-41.6% |
| Participation rate | 45.5% | 58.7%-13.3pp | 70.3%-24.8pp | 68.9%-23.5pp |
| Annual return | 8.95% | 21.97%-13.0pp | 82.04%-73.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,427 | $1,691-15.6% | $2,679-46.7% | $2,596-45.0% |
| Participant deferral / active EE | $2,621 | $3,280-20.1% | $4,758-44.9% | $4,274-38.7% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |