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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 | $32,535 | $101,798-68.0% | $165,071-80.3% | $80,935-59.8% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-37.0pp | 67.7%-26.0pp |
| Annual return | 7.32% | 16.73%-9.4pp | 70.17%-62.8pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,401 | $2,954-52.6% | $4,347-67.8% | $2,757-49.2% |
| Participant deferral / active EE | $2,524 | $4,476-43.6% | $6,035-58.2% | $4,299-41.3% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |