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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 | $56,287-100.0% | $80,977-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 68.9%-68.9pp | 75.8%-75.8pp | 69.3%-69.3pp |
| Annual return | -43.15% | 22.13%-65.3pp | 17.11%-60.3pp | 20.14%-63.3pp |
| Employer contribution / active EE | $9,247 | $1,943+375.9% | $3,715+148.9% | $2,281+305.4% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |