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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 | $49,522 | $29,667+66.9% | $56,441-12.3% | $80,874-38.8% |
| Participation rate | 32.4% | 41.7%-9.2pp | 52.5%-20.1pp | 67.6%-35.2pp |
| Annual return | 8.17% | 35.22%-27.1pp | 1704.21%-1696.0pp | 35.62%-27.4pp |
| Employer contribution / active EE | $799 | $669+19.4% | $1,039-23.1% | $2,756-71.0% |
| Participant deferral / active EE | $3,120 | $1,227+154.4% | $1,953+59.8% | $4,297-27.4% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |