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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 | $52,353-23.4% | $120,225-66.6% | $82,448-51.3% |
| Participation rate | 48.7% | 58.3%-9.6pp | 69.6%-20.9pp | 68.1%-19.3pp |
| Annual return | 8.50% | 61.85%-53.4pp | 439.23%-430.7pp | 41.64%-33.1pp |
| Employer contribution / active EE | $769 | $1,510-49.1% | $3,475-77.9% | $2,551-69.9% |
| Participant deferral / active EE | $1,118 | $2,627-57.4% | $3,999-72.0% | $4,139-73.0% |
| Admin fee / account holder | $22 | $4,363-99.5% | $5,696-99.6% | $7,234-99.7% |