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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 | $42,332 | $167,353-74.7% | $143,797-70.6% | $134,545-68.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -30.90% | 0.48%-31.4pp | -0.04%-30.9pp | 418.37%-449.3pp |
| Employer contribution / active EE | $1,924 | $5,620-65.8% | $4,952-61.1% | $4,742-59.4% |
| Participant deferral / active EE | $9,774 | $6,447+51.6% | $5,638+73.3% | $6,401+52.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |