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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 | $52,782 | $81,358-35.1% | $155,556-66.1% | $80,959-34.8% |
| Participation rate | 9.1% | 66.3%-57.2pp | 78.2%-69.1pp | 67.7%-58.6pp |
| Annual return | 1.21% | 33.39%-32.2pp | 64.84%-63.6pp | 35.67%-34.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,000 | $3,455-71.1% | $5,631-82.2% | $4,300-76.7% |
| Admin fee / account holder | $20 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |