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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 | $24,614 | $64,359-61.8% | $90,161-72.7% | $70,126-64.9% |
| Participation rate | 51.4% | 70.4%-19.1pp | 76.9%-25.5pp | 69.5%-18.2pp |
| Annual return | 13.38% | 28.13%-14.8pp | 34.89%-21.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $902 | $2,046-55.9% | $3,318-72.8% | $2,343-61.5% |
| Participant deferral / active EE | $1,954 | $4,389-55.5% | $5,287-63.0% | $3,332-41.3% |
| Admin fee / account holder | $227 | $3,945-94.2% | $5,943-96.2% | $4,645-95.1% |