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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 | $163,052 | $73,988+120.4% | $96,538+68.9% | $75,177+116.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 11.14% | 26.73%-15.6pp | 35.74%-24.6pp | 160.75%-149.6pp |
| Employer contribution / active EE | $1,047 | $2,930-64.3% | $3,740-72.0% | $2,671-60.8% |
| Participant deferral / active EE | $4,241 | $3,660+15.9% | $4,880-13.1% | $4,126+2.8% |
| Admin fee / account holder | $14 | $5,220-99.7% | $6,737-99.8% | $5,651-99.8% |