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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 | $28,514 | $59,834-52.3% | $79,576-64.2% | $68,495-58.4% |
| Participation rate | 16.2% | 61.1%-44.8pp | 69.5%-53.3pp | 67.9%-51.7pp |
| Annual return | -27.01% | -12.30%-14.7pp | 0.15%-27.2pp | -7.84%-19.2pp |
| Employer contribution / active EE | $517 | $1,505-65.7% | $2,413-78.6% | $2,596-80.1% |
| Participant deferral / active EE | $1,396 | $3,024-53.8% | $3,985-65.0% | $4,028-65.3% |
| Admin fee / account holder | $17 | $4,835-99.7% | $6,834-99.8% | $5,403-99.7% |