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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 | $31,558 | $53,777-41.3% | $134,155-76.5% | $79,858-60.5% |
| Participation rate | 28.6% | 58.8%-30.2pp | 72.2%-43.6pp | 69.6%-41.1pp |
| Annual return | 0.05% | 19.01%-19.0pp | 36.34%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $657 | $1,321-50.3% | $3,705-82.3% | $2,471-73.4% |
| Participant deferral / active EE | $1,015 | $2,420-58.1% | $3,500-71.0% | $3,740-72.9% |
| Admin fee / account holder | $85 | $3,984-97.9% | $6,685-98.7% | $5,306-98.4% |