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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 | $23,119 | $127,387-81.9% | $115,038-79.9% | $125,389-81.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -3.58% | 31.28%-34.9pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $3,232 | $5,166-37.4% | $4,608-29.9% | $4,866-33.6% |
| Participant deferral / active EE | $6,200 | $6,423-3.5% | $6,026+2.9% | $5,352+15.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |