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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 | $86,338 | $47,848+80.4% | $81,473+6.0% | $70,126+23.1% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 12.15% | 27.25%-15.1pp | 38.78%-26.6pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $957 | $2,453-61.0% | $3,537-72.9% | $3,332-71.3% |
| Admin fee / account holder | $72 | $3,145-97.7% | $4,561-98.4% | $4,645-98.5% |