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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 | $71,192 | $83,908-15.2% | $68,509+3.9% | $125,393-43.2% |
| Participation rate | 47.6% | 78.2%-30.6pp | 74.7%-27.1pp | 83.2%-35.6pp |
| Annual return | -5.10% | 14.48%-19.6pp | 8.27%-13.4pp | 282.23%-287.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,932 | $4,125+92.3% | $3,382+134.5% | $5,351+48.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |