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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 | $30,903 | $39,132-21.0% | $57,196-46.0% | $62,881-50.9% |
| Participation rate | 43.2% | 70.5%-27.3pp | 75.3%-32.2pp | 69.3%-26.1pp |
| Annual return | -3.93% | 9.24%-13.2pp | 14.59%-18.5pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,668 | $1,874-11.0% | $2,683-37.8% | $2,281-26.9% |
| Participant deferral / active EE | $2,669 | $2,374+12.4% | $3,096-13.8% | $3,203-16.7% |
| Admin fee / account holder | $113 | $2,594-95.6% | $3,141-96.4% | $4,296-97.4% |