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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 | $96,731-69.6% | $123,973-76.3% | $86,983-66.2% |
| Participation rate | 65.4% | 70.0%-4.6pp | 76.7%-11.3pp | 69.5%-4.2pp |
| Annual return | 9.78% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.1pp |
| Employer contribution / active EE | $1,914 | $3,297-41.9% | $4,126-53.6% | $2,584-25.9% |
| Participant deferral / active EE | $2,031 | $4,152-51.1% | $5,247-61.3% | $4,194-51.6% |
| Admin fee / account holder | $163 | $8,722-98.1% | $11,799-98.6% | $7,856-97.9% |