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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 | $30,743 | $81,276-62.2% | $155,574-80.2% | $80,925-62.0% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 9.07% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,096 | $3,103-64.7% | $4,676-76.6% | $2,756-60.2% |
| Participant deferral / active EE | $1,405 | $3,453-59.3% | $5,629-75.0% | $4,299-67.3% |
| Admin fee / account holder | $151 | $7,993-98.1% | $15,914-99.1% | $6,940-97.8% |