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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 | $14,734 | $29,716-50.4% | $56,077-73.7% | $80,925-81.8% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.1pp |
| Annual return | 9.12% | 35.30%-26.2pp | 1709.28%-1700.2pp | 35.65%-26.5pp |
| Employer contribution / active EE | $331 | $671-50.7% | $1,040-68.2% | $2,756-88.0% |
| Participant deferral / active EE | $580 | $1,228-52.8% | $1,954-70.3% | $4,299-86.5% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |