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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 | $16,472 | $56,339-70.8% | $104,299-84.2% | $68,490-76.0% |
| Participation rate | 52.0% | 63.3%-11.3pp | 73.3%-21.3pp | 67.9%-15.9pp |
| Annual return | -22.20% | -9.19%-13.0pp | 24.62%-46.8pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,439 | $1,960-26.6% | $3,373-57.3% | $2,597-44.6% |
| Participant deferral / active EE | $2,126 | $3,077-30.9% | $4,626-54.0% | $4,028-47.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,339-100.0% | $5,403-100.0% |