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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 | $52,262 | $90,486-42.2% | $78,676-33.6% | $273,972-80.9% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | -7.93% | 75.62%-83.6pp | 62.19%-70.1pp | 41.46%-49.4pp |
| Employer contribution / active EE | $3,677 | $3,175+15.8% | $2,850+29.0% | $4,869-24.5% |
| Participant deferral / active EE | $6,422 | $3,901+64.6% | $3,517+82.6% | $5,287+21.5% |
| Admin fee / account holder | $144 | $5,263-97.3% | $4,510-96.8% | $10,133-98.6% |