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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 | $23,328 | $162,136-85.6% | $152,301-84.7% | $154,746-84.9% |
| Participation rate | 45.0% | 84.1%-39.1pp | 82.4%-37.4pp | 80.7%-35.7pp |
| Annual return | 4.10% | 91.02%-86.9pp | 80.50%-76.4pp | 172.34%-168.2pp |
| Employer contribution / active EE | $1,104 | $4,890-77.4% | $4,624-76.1% | $4,379-74.8% |
| Participant deferral / active EE | $2,892 | $8,341-65.3% | $8,004-63.9% | $6,730-57.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |