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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 | $52,241 | $97,020-46.2% | $83,322-37.3% | $135,379-61.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -10.87% | 12.31%-23.2pp | 10.64%-21.5pp | 519.79%-530.7pp |
| Employer contribution / active EE | $2,594 | $4,144-37.4% | $3,379-23.2% | $4,779-45.7% |
| Participant deferral / active EE | $6,890 | $5,964+15.5% | $5,565+23.8% | $5,609+22.8% |
| Admin fee / account holder | $30 | $8,426-99.6% | $7,540-99.6% | $10,828-99.7% |