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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 | $1,315 | $28,624-95.4% | $53,647-97.5% | $82,637-98.4% |
| Participation rate | 30.8% | 47.3%-16.5pp | 56.3%-25.5pp | 68.1%-37.3pp |
| Annual return | 12.80% | 664.98%-652.2pp | 358.33%-345.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $557 | $1,196-53.4% | $1,813-69.3% | $4,126-86.5% |
| Admin fee / account holder | $142 | $2,022-93.0% | $2,460-94.2% | $7,339-98.1% |