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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 | $197,646 | $81,504+142.5% | $102,437+92.9% | $80,959+144.1% |
| Participation rate | 29.5% | 66.9%-37.3pp | 74.5%-45.0pp | 67.7%-38.1pp |
| Annual return | 9.11% | 25.60%-16.5pp | 24.95%-15.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,100 | $3,104-64.6% | $3,871-71.6% | $2,757-60.1% |
| Participant deferral / active EE | $3,906 | $3,871+0.9% | $5,060-22.8% | $4,300-9.2% |
| Admin fee / account holder | $196 | $6,719-97.1% | $8,388-97.7% | $6,925-97.2% |