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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 | $62,412 | $29,667+110.4% | $56,441+10.6% | $80,874-22.8% |
| Participation rate | 14.8% | 41.7%-26.9pp | 52.5%-37.7pp | 67.6%-52.9pp |
| Annual return | 9.44% | 35.22%-25.8pp | 1704.21%-1694.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $476 | $1,227-61.2% | $1,953-75.6% | $4,297-88.9% |
| Admin fee / account holder | $243 | $2,429-90.0% | $2,829-91.4% | $6,935-96.5% |