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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 | $49,821 | $81,331-38.7% | $155,534-68.0% | $80,935-38.4% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 9.65% | 33.37%-23.7pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $3,063 | $3,105-1.4% | $4,675-34.5% | $2,757+11.1% |
| Participant deferral / active EE | $957 | $3,454-72.3% | $5,630-83.0% | $4,299-77.7% |
| Admin fee / account holder | $157 | $7,999-98.0% | $15,900-99.0% | $6,924-97.7% |