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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 | $51,719 | $77,638-33.4% | $156,551-67.0% | $62,881-17.8% |
| Participation rate | 52.2% | 71.2%-19.0pp | 84.0%-31.8pp | 69.3%-17.1pp |
| Annual return | -1.25% | 50.33%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,072 | $3,444-68.9% | $5,501-80.5% | $2,281-53.0% |
| Participant deferral / active EE | $2,875 | $3,046-5.6% | $4,871-41.0% | $3,203-10.2% |
| Admin fee / account holder | $178 | $5,561-96.8% | $13,028-98.6% | $4,296-95.9% |