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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 | $54,503 | $65,704-17.0% | $94,229-42.2% | $59,633-8.6% |
| Participation rate | 59.0% | 72.1%-13.1pp | 78.8%-19.8pp | 68.7%-9.7pp |
| Annual return | -2.66% | 5.22%-7.9pp | 10.68%-13.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,216 | $3,143-29.5% | $4,320-48.7% | $3,192-30.6% |
| Admin fee / account holder | $284 | $4,265-93.3% | $6,269-95.5% | $4,297-93.4% |