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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 | $38,143 | $72,027-47.0% | $185,835-79.5% | $79,852-52.2% |
| Participation rate | 32.1% | 65.8%-33.6pp | 78.0%-45.9pp | 69.6%-37.5pp |
| Annual return | -7.84% | 23.13%-31.0pp | 35.96%-43.8pp | 31.72%-39.6pp |
| Employer contribution / active EE | $872 | $1,965-55.6% | $4,087-78.7% | $2,471-64.7% |
| Participant deferral / active EE | $1,346 | $3,780-64.4% | $5,633-76.1% | $3,740-64.0% |
| Admin fee / account holder | $144 | $4,513-96.8% | $9,502-98.5% | $5,306-97.3% |