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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 | $32,452 | $54,757-40.7% | $90,304-64.1% | $72,975-55.5% |
| Participation rate | 12.8% | 65.2%-52.3pp | 73.3%-60.5pp | 69.5%-56.7pp |
| Annual return | 7.07% | 30.63%-23.6pp | 78.13%-71.1pp | 81.01%-73.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $810 | $2,887-72.0% | $3,885-79.2% | $3,608-77.6% |
| Admin fee / account holder | $126 | $3,973-96.8% | $5,354-97.6% | $5,124-97.5% |