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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 | $88,672-66.8% | $105,223-72.0% | $82,448-64.3% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 9.78% | 30.86%-21.1pp | 180.65%-170.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,914 | $3,048-37.2% | $3,689-48.1% | $2,551-25.0% |
| Participant deferral / active EE | $2,031 | $4,036-49.7% | $5,072-60.0% | $4,139-50.9% |
| Admin fee / account holder | $163 | $7,146-97.7% | $8,859-98.2% | $7,234-97.7% |