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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 | $244,710 | $167,362+46.2% | $143,799+70.2% | $134,532+81.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.41% | 0.47%-22.9pp | -0.04%-22.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,915 | $5,620-65.9% | $4,952-61.3% | $4,741-59.6% |
| Participant deferral / active EE | $7,604 | $6,447+17.9% | $5,638+34.9% | $6,401+18.8% |
| Admin fee / account holder | $117 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |