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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 | $68,880-58.8% | $120,580-76.5% | $80,959-65.0% |
| Participation rate | 54.5% | 61.7%-7.2pp | 72.0%-17.4pp | 67.7%-13.1pp |
| Annual return | 9.91% | 23.68%-13.8pp | 107.48%-97.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,200 | $2,066-41.9% | $3,469-65.4% | $2,757-56.5% |
| Participant deferral / active EE | $2,244 | $3,191-29.7% | $4,995-55.1% | $4,300-47.8% |
| Admin fee / account holder | $128 | $5,785-97.8% | $9,418-98.6% | $6,925-98.1% |