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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 | $68,091 | $56,894+19.7% | $84,753-19.7% | $62,881+8.3% |
| Participation rate | 69.4% | 68.5%+0.9pp | 76.6%-7.1pp | 69.3%+0.1pp |
| Annual return | 1.67% | 6.30%-4.6pp | 22.78%-21.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $3,518 | $2,400+46.6% | $3,574-1.6% | $2,281+54.3% |
| Participant deferral / active EE | $1,400 | $2,709-48.3% | $3,712-62.3% | $3,203-56.3% |
| Admin fee / account holder | $107 | $3,581-97.0% | $5,333-98.0% | $4,296-97.5% |