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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 | $81,438 | $30,732+165.0% | $59,496+36.9% | $59,633+36.6% |
| Participation rate | 42.9% | 43.2%-0.4pp | 54.6%-11.7pp | 68.7%-25.8pp |
| Annual return | -4.47% | 4.47%-8.9pp | 182.05%-186.5pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $294 | $631-53.4% | $1,153-74.5% | $2,203-86.7% |
| Participant deferral / active EE | $1,615 | $1,183+36.5% | $1,829-11.7% | $3,192-49.4% |
| Admin fee / account holder | $210 | $2,136-90.2% | $2,232-90.6% | $4,297-95.1% |