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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 | $21,629 | $53,128-59.3% | $86,582-75.0% | $70,126-69.2% |
| Participation rate | 31.1% | 65.3%-34.2pp | 73.5%-42.4pp | 69.5%-38.4pp |
| Annual return | 10.88% | 27.66%-16.8pp | 965.08%-954.2pp | 73.15%-62.3pp |
| Employer contribution / active EE | $583 | $2,068-71.8% | $2,839-79.5% | $2,343-75.1% |
| Participant deferral / active EE | $1,700 | $2,695-36.9% | $3,609-52.9% | $3,332-49.0% |
| Admin fee / account holder | $279 | $3,584-92.2% | $4,904-94.3% | $4,645-94.0% |