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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 | $57,841 | $54,380+6.4% | $68,509-15.6% | $59,633-3.0% |
| Participation rate | 44.4% | 70.2%-25.7pp | 74.7%-30.3pp | 68.7%-24.2pp |
| Annual return | -5.63% | 2.83%-8.5pp | 8.27%-13.9pp | 2041.40%-2047.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,944 | $2,643-26.5% | $3,382-42.5% | $3,192-39.1% |
| Admin fee / account holder | $273 | $3,885-93.0% | $5,275-94.8% | $4,297-93.6% |