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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 | $46,475 | $97,881-52.5% | $80,004-41.9% | $125,389-62.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -4.38% | 9.36%-13.7pp | 7.63%-12.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $3,607 | $3,128+15.3% | $2,473+45.9% | $4,866-25.9% |
| Participant deferral / active EE | $8,829 | $3,744+135.8% | $3,204+175.6% | $5,352+65.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |