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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 | $10,283 | $57,590-82.1% | $86,233-88.1% | $82,448-87.5% |
| Participation rate | 0.0% | 57.9%-57.9pp | 69.0%-69.0pp | 68.1%-68.1pp |
| Annual return | 9.54% | 22.41%-12.9pp | 61.39%-51.8pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,786 | $1,655+7.9% | $2,504-28.7% | $2,551-30.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |