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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 | $67,703 | $152,460-55.6% | $118,746-43.0% | $147,585-54.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | -3.95% | 17.41%-21.4pp | 24.54%-28.5pp | 578.57%-582.5pp |
| Employer contribution / active EE | $3,000 | $5,046-40.5% | $4,193-28.4% | $4,876-38.5% |
| Participant deferral / active EE | $3,000 | $6,212-51.7% | $5,332-43.7% | $5,439-44.8% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |