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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 | $88,941 | $167,533-46.9% | $151,645-41.3% | $134,545-33.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -25.26% | 7.81%-33.1pp | 3.34%-28.6pp | 418.37%-443.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |