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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 | $27,346 | $72,607-62.3% | $90,259-69.7% | $87,485-68.7% |
| Participation rate | 30.0% | 64.8%-34.8pp | 70.7%-40.7pp | 68.9%-38.9pp |
| Annual return | 4.40% | 18.59%-14.2pp | 18.88%-14.5pp | 26.06%-21.7pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,121 | $3,055-63.3% | $3,827-70.7% | $4,274-73.8% |
| Admin fee / account holder | $121 | $5,947-98.0% | $7,267-98.3% | $7,775-98.4% |