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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 | $10,554 | $29,051-63.7% | $52,425-79.9% | $67,986-84.5% |
| Participation rate | 64.7% | 30.4%+34.2pp | 55.6%+9.0pp | 57.2%+7.4pp |
| Annual return | 13.99% | 24.00%-10.0pp | 302.12%-288.1pp | 31.67%-17.7pp |
| Employer contribution / active EE | $185 | $412-55.0% | $914-79.7% | $2,019-90.8% |
| Participant deferral / active EE | $0 | $873-100.0% | $1,790-100.0% | $3,358-100.0% |
| Admin fee / account holder | $166 | $2,113-92.1% | $2,495-93.3% | $3,203-94.8% |