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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 | $30,532 | $49,025-37.7% | $87,502-65.1% | $62,881-51.4% |
| Participation rate | 63.6% | 64.9%-1.2pp | 73.8%-10.2pp | 69.3%-5.7pp |
| Annual return | -6.41% | 10.02%-16.4pp | 12.21%-18.6pp | 20.14%-26.6pp |
| Employer contribution / active EE | $838 | $1,372-38.9% | $2,550-67.1% | $2,281-63.3% |
| Participant deferral / active EE | $1,361 | $2,289-40.5% | $3,149-56.8% | $3,203-57.5% |
| Admin fee / account holder | $163 | $4,065-96.0% | $4,221-96.1% | $4,296-96.2% |