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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 | $24,086 | $55,684-56.7% | $75,900-68.3% | $72,976-67.0% |
| Participation rate | 12.8% | 61.1%-48.3pp | 69.3%-56.5pp | 69.5%-56.7pp |
| Annual return | 16.39% | 27.60%-11.2pp | 30.73%-14.3pp | 81.02%-64.6pp |
| Employer contribution / active EE | $390 | $1,687-76.9% | $2,501-84.4% | $2,440-84.0% |
| Participant deferral / active EE | $2,585 | $2,634-1.8% | $3,604-28.3% | $3,608-28.3% |
| Admin fee / account holder | $0 | $3,981-100.0% | $5,421-100.0% | $5,124-100.0% |