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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 | $22,759 | $153,311-85.2% | $109,313-79.2% | $273,972-91.7% |
| Participation rate | 18.8% | 80.1%-61.3pp | 71.3%-52.5pp | 83.0%-64.3pp |
| Annual return | 0.98% | 29.86%-28.9pp | 22.07%-21.1pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,513 | $3,932-61.5% | $3,166-52.2% | $5,287-71.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |