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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 | $24,630 | $97,020-74.6% | $83,322-70.4% | $135,379-81.8% |
| Participation rate | 21.4% | 80.4%-59.0pp | 77.8%-56.3pp | 82.6%-61.2pp |
| Annual return | -10.75% | 12.31%-23.1pp | 10.64%-21.4pp | 519.79%-530.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,979 | $5,964-66.8% | $5,565-64.4% | $5,609-64.7% |
| Admin fee / account holder | $120 | $8,426-98.6% | $7,540-98.4% | $10,828-98.9% |