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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 | $31,105-66.1% | $53,647-80.3% | $64,097-83.5% |
| Participation rate | 64.7% | 30.7%+34.0pp | 56.3%+8.4pp | 55.2%+9.5pp |
| Annual return | 13.99% | 22.54%-8.6pp | 358.33%-344.3pp | 34.64%-20.7pp |
| Employer contribution / active EE | $185 | $441-57.9% | $962-80.7% | $1,891-90.2% |
| Participant deferral / active EE | $0 | $896-100.0% | $1,813-100.0% | $3,080-100.0% |
| Admin fee / account holder | $166 | $2,195-92.4% | $2,460-93.2% | $3,454-95.2% |