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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 | $76,173 | $134,001-43.2% | $112,258-32.1% | $134,509-43.4% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -20.54% | 47.15%-67.7pp | 27.47%-48.0pp | 418.13%-438.7pp |
| Employer contribution / active EE | $2,842 | $4,039-29.6% | $3,636-21.8% | $4,741-40.0% |
| Participant deferral / active EE | $6,353 | $5,291+20.1% | $4,728+34.4% | $6,400-0.7% |
| Admin fee / account holder | $111 | $7,491-98.5% | $6,411-98.3% | $11,427-99.0% |