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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 | $8,755 | $76,407-88.5% | $150,298-94.2% | $82,448-89.4% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 5.71% | 39.99%-34.3pp | 62.79%-57.1pp | 41.64%-35.9pp |
| Employer contribution / active EE | $378 | $2,614-85.5% | $4,154-90.9% | $2,551-85.2% |
| Participant deferral / active EE | $1,721 | $3,214-46.5% | $5,453-68.4% | $4,139-58.4% |
| Admin fee / account holder | $21 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |