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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 | $40,453 | $52,519-23.0% | $155,789-74.0% | $59,633-32.2% |
| Participation rate | 58.1% | 61.7%-3.6pp | 76.1%-18.0pp | 68.7%-10.6pp |
| Annual return | -2.89% | 53.51%-56.4pp | 71.54%-74.4pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,282 | $3,084-26.0% | $4,798-52.4% | $3,192-28.5% |
| Admin fee / account holder | $7 | $3,540-99.8% | $7,477-99.9% | $4,297-99.8% |