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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 | $20,713 | $103,038-79.9% | $90,324-77.1% | $152,909-86.5% |
| Participation rate | 30.8% | 75.9%-45.1pp | 73.3%-42.5pp | 82.5%-51.7pp |
| Annual return | -2.42% | 95.25%-97.7pp | 78.15%-80.6pp | 345.46%-347.9pp |
| Employer contribution / active EE | $424 | $3,141-86.5% | $2,856-85.2% | $4,764-91.1% |
| Participant deferral / active EE | $1,751 | $4,282-59.1% | $3,885-54.9% | $5,851-70.1% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |