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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 | $20,068 | $51,638-61.1% | $68,368-70.6% | $82,448-75.7% |
| Participation rate | 65.1% | 63.6%+1.4pp | 73.8%-8.7pp | 68.1%-3.0pp |
| Annual return | 12.82% | 37.53%-24.7pp | 292.57%-279.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,482 | $2,914-49.1% | $4,123-64.1% | $4,139-64.2% |
| Admin fee / account holder | $231 | $4,643-95.0% | $5,150-95.5% | $7,234-96.8% |