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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 | $70,443 | $25,014+181.6% | $69,623+1.2% | $80,935-13.0% |
| Participation rate | 13.5% | 64.2%-50.7pp | 66.4%-52.9pp | 67.7%-54.1pp |
| Annual return | 10.45% | 19.08%-8.6pp | 101.23%-90.8pp | 35.66%-25.2pp |
| Employer contribution / active EE | $357 | $991-64.0% | $1,709-79.1% | $2,757-87.1% |
| Participant deferral / active EE | $1,479 | $1,840-19.6% | $2,890-48.8% | $4,299-65.6% |
| Admin fee / account holder | $157 | $2,491-93.7% | $4,696-96.7% | $6,924-97.7% |