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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 | $50,495 | $65,434-22.8% | $98,483-48.7% | $85,847-41.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.3%-19.3pp |
| Annual return | 11.40% | 21.75%-10.3pp | 1494.38%-1483.0pp | 318.61%-307.2pp |
| Employer contribution / active EE | $646 | $2,169-70.2% | $2,961-78.2% | $2,565-74.8% |
| Participant deferral / active EE | $2,496 | $3,168-21.2% | $4,276-41.6% | $3,952-36.9% |
| Admin fee / account holder | $287 | $4,595-93.7% | $5,953-95.2% | $6,261-95.4% |