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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 | $76,872 | $141,004-45.5% | $112,273-31.5% | $139,466-44.9% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -0.81% | 32.75%-33.6pp | 30.23%-31.0pp | 373.66%-374.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,315 | $5,878-60.6% | $4,800-51.8% | $6,712-65.5% |
| Admin fee / account holder | $119 | $9,959-98.8% | $7,752-98.5% | $11,409-99.0% |