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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 | $19,432 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 26.1% | 66.3%-40.2pp | 78.2%-52.1pp | 67.7%-41.6pp |
| Annual return | 10.43% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,134 | $3,455-67.2% | $5,631-79.9% | $4,300-73.6% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |