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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 | $80,430 | $180,459-55.4% | $154,108-47.8% | $135,380-40.6% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -9.10% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,449 | $6,035-76.0% | $5,298-72.6% | $4,779-69.7% |
| Participant deferral / active EE | $8,818 | $5,806+51.9% | $5,081+73.6% | $5,609+57.2% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |