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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 | $55,635 | $51,184+8.7% | $66,439-16.3% | $86,983-36.0% |
| Participation rate | 40.5% | 68.5%-28.0pp | 74.5%-34.0pp | 69.5%-29.1pp |
| Annual return | 8.94% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,516 | $2,927-14.1% | $3,876-35.1% | $4,194-40.0% |
| Admin fee / account holder | $284 | $4,154-93.2% | $6,173-95.4% | $7,856-96.4% |