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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 | $21,781 | $99,345-78.1% | $84,753-74.3% | $273,972-92.0% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | -0.40% | 22.93%-23.3pp | 22.78%-23.2pp | 41.46%-41.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,404 | $4,270-67.1% | $3,712-62.2% | $5,287-73.4% |
| Admin fee / account holder | $278 | $6,645-95.8% | $5,333-94.8% | $10,133-97.3% |