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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 | $50,166 | $62,592-19.9% | $85,709-41.5% | $85,847-41.6% |
| Participation rate | 22.2% | 61.1%-38.9pp | 69.9%-47.6pp | 69.3%-47.1pp |
| Annual return | 8.21% | 23.77%-15.6pp | 21.49%-13.3pp | 318.61%-310.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,015 | $2,802-63.8% | $3,924-74.1% | $3,952-74.3% |
| Admin fee / account holder | $0 | $4,643-100.0% | $6,876-100.0% | $6,261-100.0% |