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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 | $36,047 | $65,034-44.6% | $90,970-60.4% | $79,856-54.9% |
| Participation rate | 48.4% | 61.6%-13.2pp | 69.0%-20.6pp | 69.6%-21.3pp |
| Annual return | 3.15% | 30.45%-27.3pp | 134.60%-131.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $287 | $4,536-93.7% | $5,961-95.2% | $5,306-94.6% |