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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 | $56,116-28.5% | $135,768-70.4% | $86,983-53.9% |
| Participation rate | 48.7% | 60.1%-11.4pp | 71.1%-22.4pp | 69.5%-20.8pp |
| Annual return | 8.50% | 125.33%-116.8pp | 526.10%-517.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $769 | $1,528-49.7% | $3,394-77.4% | $2,584-70.3% |
| Participant deferral / active EE | $1,118 | $2,690-58.4% | $3,977-71.9% | $4,194-73.3% |
| Admin fee / account holder | $22 | $4,314-99.5% | $7,048-99.7% | $7,856-99.7% |