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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 | $27,791 | $46,534-40.3% | $64,097-56.6% | $75,177-63.0% |
| Participation rate | 26.3% | 65.9%-39.6pp | 72.3%-46.0pp | 67.2%-40.9pp |
| Annual return | 9.09% | 26.07%-17.0pp | 33.75%-24.7pp | 160.75%-151.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $997 | $2,835-64.8% | $3,881-74.3% | $4,126-75.8% |
| Admin fee / account holder | $290 | $2,957-90.2% | $3,070-90.6% | $5,651-94.9% |