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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 | $22,102 | $95,406-76.8% | $185,849-88.1% | $85,847-74.3% |
| Participation rate | 69.0% | 68.8%+0.2pp | 81.7%-12.7pp | 69.3%-0.4pp |
| Annual return | 10.88% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $2,843 | $3,314-14.2% | $5,169-45.0% | $2,565+10.8% |
| Participant deferral / active EE | $1,384 | $3,424-59.6% | $5,569-75.2% | $3,952-65.0% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |