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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 | $38,069 | $47,479-19.8% | $62,929-39.5% | $82,448-53.8% |
| Participation rate | 45.2% | 66.9%-21.7pp | 73.1%-28.0pp | 68.1%-22.9pp |
| Annual return | 9.19% | 20.34%-11.2pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $523 | $1,885-72.3% | $2,505-79.1% | $2,551-79.5% |
| Participant deferral / active EE | $3,471 | $2,870+20.9% | $3,888-10.7% | $4,139-16.1% |
| Admin fee / account holder | $30 | $3,804-99.2% | $5,065-99.4% | $7,234-99.6% |