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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 | $58,006 | $77,638-25.3% | $156,551-62.9% | $62,881-7.8% |
| Participation rate | 15.4% | 71.2%-55.8pp | 84.0%-68.6pp | 69.3%-53.9pp |
| Annual return | 3.66% | 50.33%-46.7pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,056 | $3,046-65.3% | $4,871-78.3% | $3,203-67.0% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |