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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 | $66,240 | $185,312-64.3% | $161,489-59.0% | $154,746-57.2% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 9.23% | 103.84%-94.6pp | 89.72%-80.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $4,111 | $4,769-13.8% | $4,268-3.7% | $4,379-6.1% |
| Participant deferral / active EE | $3,889 | $6,350-38.8% | $5,630-30.9% | $6,730-42.2% |
| Admin fee / account holder | $220 | $18,654-98.8% | $16,006-98.6% | $14,365-98.5% |