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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 | $0 | $93,117-100.0% | $77,096-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -22.37% | 62.67%-85.0pp | 42.35%-64.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,296 | $3,420-62.1% | $2,814-53.9% | $4,741-72.7% |
| Participant deferral / active EE | $8,230 | $5,241+57.0% | $4,429+85.8% | $6,401+28.6% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |