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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 | $14,733 | $69,541-78.8% | $59,899-75.4% | $135,380-89.1% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.7%-10.0pp | 82.6%-17.9pp |
| Annual return | -9.38% | 7.95%-17.3pp | 3.46%-12.8pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,447 | $4,206-18.0% | $3,402+1.3% | $5,609-38.6% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |