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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 | $34,892 | $108,285-67.8% | $77,552-55.0% | $158,982-78.1% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | -5.70% | 31.69%-37.4pp | 54.82%-60.5pp | 302.99%-308.7pp |
| Employer contribution / active EE | $184 | $1,325-86.1% | $987-81.3% | $4,763-96.1% |
| Participant deferral / active EE | $893 | $2,455-63.6% | $1,861-52.0% | $5,983-85.1% |
| Admin fee / account holder | $118 | $3,709-96.8% | $2,859-95.9% | $11,252-98.9% |