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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 | $89,403 | $106,749-16.2% | $145,433-38.5% | $82,448+8.4% |
| Participation rate | 17.2% | 75.6%-58.4pp | 82.1%-64.9pp | 68.1%-50.8pp |
| Annual return | 9.64% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,581 | $6,519-60.4% | $7,897-67.3% | $4,139-37.6% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |