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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 | $27,067 | $129,959-79.2% | $104,301-74.0% | $134,509-79.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -23.45% | 42.04%-65.5pp | 24.61%-48.1pp | 418.13%-441.6pp |
| Employer contribution / active EE | $1,262 | $4,185-69.8% | $3,373-62.6% | $4,741-73.4% |
| Participant deferral / active EE | $5,708 | $5,589+2.1% | $4,626+23.4% | $6,400-10.8% |
| Admin fee / account holder | $113 | $9,325-98.8% | $7,340-98.5% | $11,427-99.0% |