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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 | $24,498 | $45,050-45.6% | $63,018-61.1% | $70,126-65.1% |
| Participation rate | 42.3% | 69.5%-27.2pp | 74.8%-32.5pp | 69.5%-27.2pp |
| Annual return | 7.48% | 18.76%-11.3pp | 87.62%-80.1pp | 73.15%-65.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,022 | $2,466-18.0% | $3,330-39.3% | $3,332-39.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |