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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 | $27,583 | $99,032-72.1% | $80,022-65.5% | $135,382-79.6% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | -17.70% | 15.39%-33.1pp | 11.22%-28.9pp | 519.77%-537.5pp |
| Employer contribution / active EE | $2,920 | $3,043-4.1% | $2,468+18.3% | $4,779-38.9% |
| Participant deferral / active EE | $6,109 | $4,282+42.7% | $3,686+65.7% | $5,609+8.9% |
| Admin fee / account holder | $154 | $10,436-98.5% | $6,521-97.6% | $10,829-98.6% |