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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 | $40,413 | $81,696-50.5% | $70,494-42.7% | $158,982-74.6% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.1%-39.8pp | 82.0%-46.7pp |
| Annual return | 3.91% | 208.70%-204.8pp | 109.16%-105.3pp | 302.99%-299.1pp |
| Employer contribution / active EE | $760 | $3,220-76.4% | $2,738-72.3% | $4,763-84.0% |
| Participant deferral / active EE | $2,856 | $4,558-37.3% | $3,711-23.0% | $5,983-52.3% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |