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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 | $86,731 | $67,606+28.3% | $82,313+5.4% | $70,124+23.7% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.9%-53.8pp | 69.5%-46.5pp |
| Annual return | 11.97% | 21.57%-9.6pp | 25.88%-13.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,505 | $2,987-49.6% | $3,706-59.4% | $3,332-54.8% |
| Admin fee / account holder | $299 | $4,512-93.4% | $5,608-94.7% | $4,645-93.6% |