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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 | $28,715 | $105,623-72.8% | $87,502-67.2% | $273,972-89.5% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | -2.94% | 12.26%-15.2pp | 12.21%-15.2pp | 41.46%-44.4pp |
| Employer contribution / active EE | $1,279 | $3,141-59.3% | $2,550-49.8% | $4,869-73.7% |
| Participant deferral / active EE | $7,367 | $3,601+104.6% | $3,149+134.0% | $5,287+39.3% |
| Admin fee / account holder | $22 | $4,781-99.5% | $4,221-99.5% | $10,133-99.8% |