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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 | $30,123 | $67,894-55.6% | $89,340-66.3% | $82,448-63.5% |
| Participation rate | 19.1% | 64.0%-44.9pp | 69.6%-50.4pp | 68.1%-48.9pp |
| Annual return | 6.84% | 19.21%-12.4pp | 20.57%-13.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $466 | $1,828-74.5% | $2,231-79.1% | $2,551-81.7% |
| Participant deferral / active EE | $1,071 | $3,072-65.2% | $3,823-72.0% | $4,139-74.1% |
| Admin fee / account holder | $287 | $5,723-95.0% | $6,704-95.7% | $7,234-96.0% |