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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 | $107,618 | $81,870+31.5% | $119,622-10.0% | $68,486+57.1% |
| Participation rate | 40.6% | 71.9%-31.3pp | 79.3%-38.6pp | 67.9%-27.3pp |
| Annual return | -21.64% | -23.82%+2.2pp | -14.98%-6.7pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,432 | $4,148+30.9% | $5,601-3.0% | $4,028+34.9% |
| Admin fee / account holder | $116 | $6,583-98.2% | $10,328-98.9% | $5,404-97.9% |