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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 | $30,321 | $39,036-22.3% | $80,784-62.5% | $85,851-64.7% |
| Participation rate | 6.9% | 41.6%-34.7pp | 54.2%-47.3pp | 69.3%-62.4pp |
| Annual return | 10.66% | 26.31%-15.7pp | 87.31%-76.7pp | 318.63%-308.0pp |
| Employer contribution / active EE | $499 | $722-30.9% | $1,160-57.0% | $2,565-80.5% |
| Participant deferral / active EE | $698 | $1,326-47.4% | $2,145-67.5% | $3,952-82.3% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |