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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 | $90,743 | $34,316+164.4% | $74,722+21.4% | $72,975+24.3% |
| Participation rate | 40.0% | 42.4%-2.4pp | 54.5%-14.5pp | 69.5%-29.5pp |
| Annual return | 3.66% | 26.58%-22.9pp | 753.11%-749.5pp | 81.01%-77.3pp |
| Employer contribution / active EE | $571 | $692-17.4% | $1,084-47.3% | $2,440-76.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $152 | $2,125-92.8% | $3,335-95.4% | $5,124-97.0% |