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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 | $43,453 | $81,870-46.9% | $119,622-63.7% | $68,486-36.6% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -19.23% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $951 | $2,692-64.7% | $4,232-77.5% | $2,597-63.4% |
| Participant deferral / active EE | $2,186 | $4,148-47.3% | $5,601-61.0% | $4,028-45.7% |
| Admin fee / account holder | $230 | $6,583-96.5% | $10,328-97.8% | $5,404-95.7% |