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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 | $54,020 | $76,371-29.3% | $93,621-42.3% | $72,975-26.0% |
| Participation rate | 62.5% | 71.8%-9.3pp | 75.8%-13.3pp | 69.5%-7.0pp |
| Annual return | 16.34% | 25.82%-9.5pp | 32.76%-16.4pp | 81.01%-64.7pp |
| Employer contribution / active EE | $3,449 | $2,276+51.6% | $2,719+26.9% | $2,440+41.3% |
| Participant deferral / active EE | $1,936 | $3,538-45.3% | $4,070-52.4% | $3,608-46.3% |
| Admin fee / account holder | $254 | $6,839-96.3% | $7,890-96.8% | $5,124-95.1% |