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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 | $40,125 | $53,063-24.4% | $124,206-67.7% | $82,637-51.4% |
| Participation rate | 48.7% | 58.4%-9.7pp | 69.6%-20.9pp | 68.1%-19.3pp |
| Annual return | 8.50% | 68.87%-60.4pp | 515.27%-506.8pp | 53.51%-45.0pp |
| Employer contribution / active EE | $769 | $1,530-49.8% | $3,540-78.3% | $2,552-69.9% |
| Participant deferral / active EE | $1,118 | $2,644-57.7% | $3,968-71.8% | $4,126-72.9% |
| Admin fee / account holder | $22 | $4,281-99.5% | $5,929-99.6% | $7,339-99.7% |