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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 | $33,181 | $42,383-21.7% | $76,518-56.6% | $64,173-48.3% |
| Participation rate | 37.5% | 58.1%-20.6pp | 68.0%-30.5pp | 69.6%-32.1pp |
| Annual return | -9.21% | -16.54%+7.3pp | -0.27%-8.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $409 | $1,563-73.9% | $2,647-84.6% | $2,381-82.8% |
| Participant deferral / active EE | $1,635 | $2,566-36.3% | $3,836-57.4% | $3,470-52.9% |
| Admin fee / account holder | $291 | $3,198-90.9% | $4,849-94.0% | $4,887-94.0% |