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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 | $106,524-16.1% | $152,301-41.3% | $87,485+2.2% |
| Participation rate | 17.2% | 75.8%-58.5pp | 82.4%-65.2pp | 68.9%-51.7pp |
| Annual return | 9.64% | 26.89%-17.2pp | 80.50%-70.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,581 | $6,525-60.4% | $8,004-67.8% | $4,274-39.6% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |