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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 | $116,410 | $67,411+72.7% | $91,004+27.9% | $70,126+66.0% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 11.40% | -40.16%+51.6pp | 4.60%+6.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,448 | $1,786-18.9% | $2,456-41.0% | $2,343-38.2% |
| Participant deferral / active EE | $3,397 | $2,823+20.3% | $3,548-4.2% | $3,332+2.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |