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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 | $48,852 | $176,402-72.3% | $134,162-63.6% | $158,966-69.3% |
| Participation rate | 39.1% | 78.7%-39.6pp | 72.2%-33.1pp | 82.0%-42.8pp |
| Annual return | -0.91% | 63.66%-64.6pp | 36.35%-37.3pp | 302.95%-303.9pp |
| Employer contribution / active EE | $1,292 | $5,042-74.4% | $3,705-65.1% | $4,762-72.9% |
| Participant deferral / active EE | $1,380 | $4,093-66.3% | $3,500-60.6% | $5,983-76.9% |
| Admin fee / account holder | $270 | $8,719-96.9% | $6,685-96.0% | $11,250-97.6% |