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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 | $92,593 | $76,551+21.0% | $123,894-25.3% | $62,881+47.3% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 4.26% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,475 | $2,882-48.8% | $4,617-68.1% | $2,281-35.3% |
| Participant deferral / active EE | $4,234 | $4,840-12.5% | $5,984-29.2% | $3,203+32.2% |
| Admin fee / account holder | $149 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |