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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 | $81,262-38.7% | $155,602-68.0% | $80,911-38.4% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.4pp | 67.6%-15.8pp |
| Annual return | 9.65% | 33.34%-23.7pp | 64.81%-55.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $3,063 | $3,102-1.3% | $4,675-34.5% | $2,756+11.1% |
| Participant deferral / active EE | $957 | $3,451-72.3% | $5,629-83.0% | $4,297-77.7% |
| Admin fee / account holder | $157 | $7,992-98.0% | $15,923-99.0% | $6,935-97.7% |