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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 | $9,555 | $109,863-91.3% | $98,477-90.3% | $167,518-94.3% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 1.71% | 1958.09%-1956.4pp | 1493.59%-1491.9pp | 478.71%-477.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $986 | $4,673-78.9% | $4,276-76.9% | $6,342-84.4% |
| Admin fee / account holder | $126 | $6,755-98.1% | $5,951-97.9% | $12,312-99.0% |