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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 | $26,666 | $124,425-78.6% | $112,040-76.2% | $137,256-80.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | -1.15% | 24.72%-25.9pp | 24.52%-25.7pp | 220.34%-221.5pp |
| Employer contribution / active EE | $4,566 | $3,411+33.8% | $2,954+54.6% | $4,156+9.9% |
| Participant deferral / active EE | $8,977 | $5,718+57.0% | $5,098+76.1% | $6,407+40.1% |
| Admin fee / account holder | $79 | $15,207-99.5% | $12,098-99.3% | $12,270-99.4% |