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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 | $44,526 | $65,712-32.2% | $57,196-22.2% | $273,972-83.7% |
| Participation rate | 31.3% | 78.3%-47.1pp | 75.3%-44.1pp | 83.0%-51.8pp |
| Annual return | -3.81% | 22.01%-25.8pp | 14.59%-18.4pp | 41.46%-45.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,442 | $3,782-61.9% | $3,096-53.4% | $5,287-72.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |