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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 | $18,809 | $29,736-36.7% | $56,033-66.4% | $80,935-76.8% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.7%-37.7pp |
| Annual return | 7.03% | 35.28%-28.2pp | 1711.38%-1704.3pp | 35.66%-28.6pp |
| Employer contribution / active EE | $120 | $671-82.2% | $1,041-88.5% | $2,757-95.7% |
| Participant deferral / active EE | $574 | $1,228-53.3% | $1,954-70.6% | $4,299-86.6% |
| Admin fee / account holder | $256 | $2,434-89.5% | $2,827-91.0% | $6,924-96.3% |