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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 | $24,447 | $40,275-39.3% | $57,356-57.4% | $59,633-59.0% |
| Participation rate | 65.5% | 69.1%-3.6pp | 75.1%-9.6pp | 68.7%-3.2pp |
| Annual return | -2.42% | 27.52%-29.9pp | 24.41%-26.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,159 | $1,921-39.7% | $2,689-56.9% | $2,203-47.4% |
| Participant deferral / active EE | $1,067 | $2,400-55.5% | $3,162-66.2% | $3,192-66.6% |
| Admin fee / account holder | $2 | $2,820-99.9% | $3,357-99.9% | $4,297-99.9% |