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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 | $3,912 | $88,815-95.6% | $81,882-95.2% | $145,897-97.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.96% | 1033.75%-1027.8pp | 779.47%-773.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,133 | $3,086-63.3% | $2,916-61.2% | $4,663-75.7% |
| Participant deferral / active EE | $1,994 | $4,647-57.1% | $4,323-53.9% | $6,689-70.2% |
| Admin fee / account holder | $164 | $8,434-98.1% | $7,360-97.8% | $13,390-98.8% |