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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 | $6,243 | $27,632-77.4% | $61,399-89.8% | $68,495-90.9% |
| Participation rate | 38.5% | 39.5%-1.0pp | 52.6%-14.1pp | 67.9%-29.4pp |
| Annual return | -21.37% | -13.24%-8.1pp | 338.81%-360.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,149 | $1,264-9.1% | $2,124-45.9% | $4,028-71.5% |
| Admin fee / account holder | $49 | $2,010-97.6% | $2,131-97.7% | $5,403-99.1% |