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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 | $50,554+10.1% | $67,681-17.8% | $87,485-36.4% |
| Participation rate | 40.5% | 67.7%-27.2pp | 73.7%-33.3pp | 68.9%-28.5pp |
| Annual return | 8.94% | 17.81%-8.9pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,516 | $2,961-15.0% | $3,976-36.7% | $4,274-41.1% |
| Admin fee / account holder | $284 | $4,132-93.1% | $6,100-95.3% | $7,775-96.3% |