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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 | $64,904 | $40,275+61.2% | $57,356+13.2% | $59,633+8.8% |
| Participation rate | 41.0% | 69.1%-28.1pp | 75.1%-34.1pp | 68.7%-27.6pp |
| Annual return | -2.71% | 27.52%-30.2pp | 24.41%-27.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,593 | $2,400+8.0% | $3,162-18.0% | $3,192-18.8% |
| Admin fee / account holder | $177 | $2,820-93.7% | $3,357-94.7% | $4,297-95.9% |