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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 | $57,292 | $56,054+2.2% | $171,082-66.5% | $62,881-8.9% |
| Participation rate | 59.5% | 62.9%-3.4pp | 76.7%-17.2pp | 69.3%-9.8pp |
| Annual return | 4.66% | 22.52%-17.9pp | 32.56%-27.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,532 | $1,731-11.5% | $4,002-61.7% | $2,281-32.8% |
| Participant deferral / active EE | $3,488 | $3,158+10.4% | $4,797-27.3% | $3,203+8.9% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |