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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 | $31,695 | $41,377-23.4% | $109,313-71.0% | $62,881-49.6% |
| Participation rate | 40.3% | 57.5%-17.2pp | 71.3%-31.0pp | 69.3%-29.0pp |
| Annual return | 2.44% | 11.05%-8.6pp | 22.07%-19.6pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,060 | $1,276-16.9% | $3,892-72.8% | $2,281-53.5% |
| Participant deferral / active EE | $1,399 | $2,045-31.6% | $3,166-55.8% | $3,203-56.3% |
| Admin fee / account holder | $31 | $2,884-98.9% | $5,666-99.5% | $4,296-99.3% |