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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 | $72,757 | $91,167-20.2% | $178,498-59.2% | $79,858-8.9% |
| Participation rate | 40.4% | 69.2%-28.8pp | 81.9%-41.5pp | 69.6%-29.2pp |
| Annual return | 5.31% | 24.19%-18.9pp | 151.09%-145.8pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,033 | $3,255-68.3% | $5,011-79.4% | $2,471-58.2% |
| Participant deferral / active EE | $3,097 | $3,236-4.3% | $5,202-40.5% | $3,740-17.2% |
| Admin fee / account holder | $76 | $6,747-98.9% | $13,985-99.5% | $5,306-98.6% |