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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 | $23,588 | $43,338-45.6% | $59,887-60.6% | $64,173-63.2% |
| Participation rate | 64.0% | 69.2%-5.2pp | 74.7%-10.7pp | 69.6%-5.6pp |
| Annual return | -10.87% | -1.55%-9.3pp | 3.46%-14.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,602 | $2,030-21.1% | $2,722-41.2% | $2,381-32.7% |
| Participant deferral / active EE | $4,891 | $2,547+92.0% | $3,402+43.8% | $3,470+41.0% |
| Admin fee / account holder | $100 | $3,007-96.7% | $3,591-97.2% | $4,887-98.0% |