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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 | $16,360 | $45,865-64.3% | $40,757-59.9% | $125,389-87.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 79.3%-12.6pp | 83.2%-16.5pp |
| Annual return | -7.27% | -1.32%-6.0pp | -0.50%-6.8pp | 282.24%-289.5pp |
| Employer contribution / active EE | $2,441 | $3,697-34.0% | $3,004-18.7% | $4,866-49.8% |
| Participant deferral / active EE | $5,390 | $4,199+28.4% | $3,485+54.7% | $5,352+0.7% |
| Admin fee / account holder | $0 | $5,763-100.0% | $4,272-100.0% | $9,541-100.0% |