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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 | $30,993 | $69,977-55.7% | $108,582-71.5% | $62,881-50.7% |
| Participation rate | 60.8% | 72.9%-12.1pp | 79.6%-18.8pp | 69.3%-8.5pp |
| Annual return | 3.34% | 10.73%-7.4pp | -51.70%+55.0pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,535 | $2,135-28.1% | $3,758-59.2% | $2,281-32.7% |
| Participant deferral / active EE | $2,316 | $3,165-26.8% | $4,311-46.3% | $3,203-27.7% |
| Admin fee / account holder | $22 | $5,076-99.6% | $7,645-99.7% | $4,296-99.5% |