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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 | $95,392 | $160,059-40.4% | $140,019-31.9% | $135,382-29.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -13.62% | 911.44%-925.1pp | 651.15%-664.8pp | 519.77%-533.4pp |
| Employer contribution / active EE | $9,129 | $6,420+42.2% | $5,605+62.9% | $4,779+91.0% |
| Participant deferral / active EE | $12,053 | $7,641+57.7% | $6,927+74.0% | $5,609+114.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |