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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 | $23,338 | $69,541-66.4% | $59,899-61.0% | $135,380-82.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -12.21% | 7.95%-20.2pp | 3.46%-15.7pp | 519.81%-532.0pp |
| Employer contribution / active EE | $401 | $3,236-87.6% | $2,723-85.3% | $4,779-91.6% |
| Participant deferral / active EE | $1,347 | $4,206-68.0% | $3,402-60.4% | $5,609-76.0% |
| Admin fee / account holder | $95 | $5,737-98.4% | $3,592-97.4% | $10,828-99.1% |