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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 | $71,052 | $39,162+81.4% | $100,671-29.4% | $59,633+19.1% |
| Participation rate | 64.5% | 55.9%+8.7pp | 70.7%-6.2pp | 68.7%-4.2pp |
| Annual return | -2.71% | 21.07%-23.8pp | 20.43%-23.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $4,810 | $1,151+318.0% | $4,012+19.9% | $2,203+118.4% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $278 | $2,969-90.6% | $4,850-94.3% | $4,297-93.5% |