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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 | $49,235 | $91,559-46.2% | $133,978-63.3% | $79,856-38.3% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 9.36% | 61.85%-52.5pp | 45.10%-35.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,839 | $3,734-50.7% | $5,047-63.6% | $3,741-50.8% |
| Admin fee / account holder | $197 | $6,321-96.9% | $8,930-97.8% | $5,306-96.3% |