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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 | $33,822 | $81,664-58.6% | $70,476-52.0% | $158,966-78.7% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 3.58% | 208.59%-205.0pp | 109.12%-105.5pp | 302.95%-299.4pp |
| Employer contribution / active EE | $885 | $3,219-72.5% | $2,738-67.7% | $4,762-81.4% |
| Participant deferral / active EE | $2,058 | $4,556-54.8% | $3,710-44.5% | $5,983-65.6% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |