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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 | $144,734 | $49,177+194.3% | $79,467+82.1% | $64,173+125.5% |
| Participation rate | 30.6% | 65.0%-34.5pp | 73.3%-42.8pp | 69.6%-39.0pp |
| Annual return | -9.33% | -1.16%-8.2pp | 718.30%-727.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $342 | $2,076-83.5% | $2,800-87.8% | $2,381-85.6% |
| Participant deferral / active EE | $2,570 | $2,821-8.9% | $3,704-30.6% | $3,470-25.9% |
| Admin fee / account holder | $100 | $3,839-97.4% | $5,104-98.0% | $4,887-98.0% |