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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 | $20,900 | $42,910-51.3% | $60,919-65.7% | $68,490-69.5% |
| Participation rate | 24.0% | 66.8%-42.8pp | 73.1%-49.1pp | 67.9%-43.9pp |
| Annual return | -20.67% | -13.99%-6.7pp | 16.96%-37.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,035 | $2,866+5.9% | $3,814-20.4% | $4,028-24.7% |
| Admin fee / account holder | $85 | $3,104-97.3% | $3,228-97.4% | $5,403-98.4% |