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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 | $68,586-58.7% | $120,380-76.4% | $80,911-65.0% |
| Participation rate | 54.5% | 61.6%-7.0pp | 71.9%-17.4pp | 67.6%-13.1pp |
| Annual return | 9.91% | 23.62%-13.7pp | 107.28%-97.4pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,200 | $2,053-41.5% | $3,465-65.4% | $2,756-56.4% |
| Participant deferral / active EE | $2,244 | $3,174-29.3% | $4,992-55.1% | $4,297-47.8% |
| Admin fee / account holder | $128 | $5,733-97.8% | $9,421-98.6% | $6,935-98.1% |