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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 | $30,551 | $72,177-57.7% | $115,038-73.4% | $59,633-48.8% |
| Participation rate | 60.7% | 72.6%-11.8pp | 81.4%-20.7pp | 68.7%-8.0pp |
| Annual return | -6.82% | 12.02%-18.8pp | 26.14%-33.0pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $2,284 | $2,841-19.6% | $4,608-50.4% | $2,203+3.7% |
| Participant deferral / active EE | $3,786 | $4,783-20.9% | $6,026-37.2% | $3,192+18.6% |
| Admin fee / account holder | $78 | $4,927-98.4% | $8,175-99.0% | $4,297-98.2% |