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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 | $33,974 | $84,236-59.7% | $170,435-80.1% | $70,126-51.6% |
| Participation rate | 17.6% | 70.8%-53.2pp | 83.6%-66.0pp | 69.5%-51.9pp |
| Annual return | 3.56% | 23.06%-19.5pp | 205.94%-202.4pp | 73.15%-69.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,248 | $3,086-27.2% | $4,939-54.5% | $3,332-32.5% |
| Admin fee / account holder | $286 | $5,698-95.0% | $13,881-97.9% | $4,645-93.9% |