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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 | $201,276 | $27,632+628.4% | $61,452+227.5% | $68,486+193.9% |
| Participation rate | 4.3% | 39.5%-35.3pp | 52.6%-48.3pp | 67.9%-63.6pp |
| Annual return | -22.54% | -13.24%-9.3pp | 338.96%-361.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $134 | $696-80.8% | $1,160-88.5% | $2,597-94.9% |
| Participant deferral / active EE | $968 | $1,264-23.4% | $2,125-54.4% | $4,028-76.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |