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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 | $73,450 | $118,488-38.0% | $98,462-25.4% | $139,487-47.3% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 5.72% | 18.96%-13.2pp | 21.17%-15.4pp | 373.84%-368.1pp |
| Employer contribution / active EE | $1,001 | $3,611-72.3% | $3,049-67.2% | $4,755-78.9% |
| Participant deferral / active EE | $4,226 | $5,393-21.6% | $4,738-10.8% | $6,713-37.0% |
| Admin fee / account holder | $20 | $13,868-99.9% | $8,875-99.8% | $11,407-99.8% |