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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 | $28,431 | $86,701-67.2% | $73,309-61.2% | $125,389-77.3% |
| Participation rate | 63.6% | 78.6%-15.0pp | 74.9%-11.3pp | 83.2%-19.6pp |
| Annual return | -4.17% | 2.78%-6.9pp | 5.67%-9.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $3,936 | $4,152-5.2% | $3,237+21.6% | $4,866-19.1% |
| Participant deferral / active EE | $9,747 | $5,549+75.7% | $4,991+95.3% | $5,352+82.1% |
| Admin fee / account holder | $128 | $7,768-98.4% | $5,635-97.7% | $9,541-98.7% |