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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 | $89,219 | $52,519+69.9% | $155,789-42.7% | $59,633+49.6% |
| Participation rate | 64.0% | 61.7%+2.3pp | 76.1%-12.1pp | 68.7%-4.7pp |
| Annual return | -4.21% | 53.51%-57.7pp | 71.54%-75.7pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,263 | $1,589-20.5% | $3,839-67.1% | $2,203-42.6% |
| Participant deferral / active EE | $3,317 | $3,084+7.5% | $4,798-30.9% | $3,192+3.9% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |