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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 | $10,060 | $35,183-71.4% | $73,550-86.3% | $70,126-85.7% |
| Participation rate | 27.3% | 42.9%-15.7pp | 54.9%-27.7pp | 69.5%-42.3pp |
| Annual return | 12.14% | 26.90%-14.8pp | -15.16%+27.3pp | 73.15%-61.0pp |
| Employer contribution / active EE | $625 | $709-11.9% | $1,219-48.8% | $2,343-73.3% |
| Participant deferral / active EE | $900 | $1,220-26.3% | $1,804-50.1% | $3,332-73.0% |
| Admin fee / account holder | $53 | $2,302-97.7% | $2,320-97.7% | $4,645-98.9% |