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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 | $93,482 | $201,344-53.6% | $184,243-49.3% | $145,877-35.9% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 4.66% | 29.01%-24.4pp | 28.82%-24.2pp | 551.28%-546.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,595 | $9,807-12.4% | $9,132-5.9% | $6,691+28.5% |
| Admin fee / account holder | $180 | $16,382-98.9% | $13,914-98.7% | $13,402-98.7% |