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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 | $28,357 | $68,852-58.8% | $120,524-76.5% | $80,925-65.0% |
| Participation rate | 54.5% | 61.6%-7.1pp | 71.9%-17.4pp | 67.7%-13.1pp |
| Annual return | 9.91% | 23.67%-13.8pp | 107.36%-97.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,200 | $2,063-41.8% | $3,469-65.4% | $2,756-56.5% |
| Participant deferral / active EE | $2,244 | $3,187-29.6% | $4,994-55.1% | $4,299-47.8% |
| Admin fee / account holder | $128 | $5,781-97.8% | $9,440-98.6% | $6,940-98.2% |