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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 | $46,508 | $85,790-45.8% | $67,313-30.9% | $135,382-65.6% |
| Participation rate | 61.9% | 76.5%-14.6pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -11.56% | -0.54%-11.0pp | -4.08%-7.5pp | 519.77%-531.3pp |
| Employer contribution / active EE | $2,084 | $3,487-40.2% | $2,566-18.8% | $4,779-56.4% |
| Participant deferral / active EE | $7,284 | $4,651+56.6% | $3,568+104.1% | $5,609+29.9% |
| Admin fee / account holder | $116 | $6,392-98.2% | $4,507-97.4% | $10,829-98.9% |