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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 | $38,302 | $77,817-50.8% | $123,553-69.0% | $64,173-40.3% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.7pp | 69.6%-2.0pp |
| Annual return | -9.50% | 12.49%-22.0pp | 119.21%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,201 | $5,240+56.5% | $6,426+27.6% | $3,470+136.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |