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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 | $81,318 | $174,379-53.4% | $152,093-46.5% | $138,895-41.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 10.54% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,048 | $4,652-56.0% | $4,175-51.0% | $4,194-51.2% |
| Participant deferral / active EE | $4,503 | $6,159-26.9% | $5,451-17.4% | $6,396-29.6% |
| Admin fee / account holder | $25 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |