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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 | $35,554 | $65,034-45.3% | $90,970-60.9% | $79,856-55.5% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.0%-10.2pp | 69.6%-10.8pp |
| Annual return | 5.10% | 30.45%-25.4pp | 134.60%-129.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $630 | $1,247-49.5% | $2,122-70.3% | $2,471-74.5% |
| Participant deferral / active EE | $1,989 | $2,512-20.8% | $3,373-41.0% | $3,741-46.8% |
| Admin fee / account holder | $273 | $4,536-94.0% | $5,961-95.4% | $5,306-94.8% |