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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 | $29,414 | $89,259-67.0% | $107,187-72.6% | $82,637-64.4% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.7pp |
| Annual return | 9.78% | 21.02%-11.2pp | 204.55%-194.8pp | 53.51%-43.7pp |
| Employer contribution / active EE | $1,914 | $3,080-37.9% | $3,782-49.4% | $2,552-25.0% |
| Participant deferral / active EE | $2,031 | $4,037-49.7% | $5,096-60.1% | $4,126-50.8% |
| Admin fee / account holder | $163 | $7,381-97.8% | $9,162-98.2% | $7,339-97.8% |