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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 | $37,196 | $153,769-75.8% | $133,975-72.2% | $273,972-86.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | -0.78% | 36.51%-37.3pp | 29.29%-30.1pp | 41.46%-42.2pp |
| Employer contribution / active EE | $1,953 | $6,029-67.6% | $5,211-62.5% | $4,869-59.9% |
| Participant deferral / active EE | $5,520 | $6,958-20.7% | $6,282-12.1% | $5,287+4.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |