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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 | $88,754-95.6% | $81,820-95.2% | $145,877-97.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.96% | 1031.77%-1025.8pp | 777.93%-772.0pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,133 | $3,085-63.3% | $2,915-61.1% | $4,663-75.7% |
| Participant deferral / active EE | $1,994 | $4,648-57.1% | $4,323-53.9% | $6,691-70.2% |
| Admin fee / account holder | $164 | $8,424-98.0% | $7,391-97.8% | $13,402-98.8% |