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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 | $35,145 | $158,852-77.9% | $121,220-71.0% | $135,379-74.0% |
| Participation rate | 8.3% | 79.3%-71.0pp | 71.8%-63.4pp | 82.6%-74.3pp |
| Annual return | -15.22% | -0.64%-14.6pp | 16.94%-32.2pp | 519.79%-535.0pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,500 | $4,006-62.6% | $3,345-55.2% | $5,609-73.3% |
| Admin fee / account holder | $179 | $6,515-97.3% | $5,021-96.4% | $10,828-98.3% |