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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 | $38,140 | $85,024-55.1% | $70,544-45.9% | $139,466-72.7% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 4.38% | 30.39%-26.0pp | 32.79%-28.4pp | 373.66%-369.3pp |
| Employer contribution / active EE | $718 | $3,912-81.6% | $2,976-75.9% | $4,754-84.9% |
| Participant deferral / active EE | $1,186 | $5,891-79.9% | $4,568-74.0% | $6,712-82.3% |
| Admin fee / account holder | $13 | $8,928-99.9% | $6,427-99.8% | $11,409-99.9% |