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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 | $134,690 | $99,345+35.6% | $84,753+58.9% | $273,972-50.8% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 2.10% | 22.93%-20.8pp | 22.78%-20.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,077 | $4,214-74.4% | $3,574-69.9% | $4,869-77.9% |
| Participant deferral / active EE | $7,043 | $4,270+64.9% | $3,712+89.7% | $5,287+33.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |