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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 | $39,619 | $65,034-39.1% | $90,970-56.4% | $79,856-50.4% |
| Participation rate | 41.5% | 61.6%-20.1pp | 69.0%-27.5pp | 69.6%-28.1pp |
| Annual return | 8.15% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,722 | $2,512-31.5% | $3,373-48.9% | $3,741-54.0% |
| Admin fee / account holder | $243 | $4,536-94.6% | $5,961-95.9% | $5,306-95.4% |