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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 | $25,888 | $39,798-35.0% | $67,704-61.8% | $59,633-56.6% |
| Participation rate | 43.8% | 57.4%-13.6pp | 67.5%-23.8pp | 68.7%-24.9pp |
| Annual return | -4.88% | 89.94%-94.8pp | 25.41%-30.3pp | 2041.40%-2046.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $730 | $2,335-68.7% | $3,585-79.6% | $3,192-77.1% |
| Admin fee / account holder | $211 | $3,212-93.4% | $4,255-95.0% | $4,297-95.1% |