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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 | $70,082 | $49,177+42.5% | $79,467-11.8% | $64,173+9.2% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.6%-36.2pp |
| Annual return | -9.39% | -1.16%-8.2pp | 718.30%-727.7pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,888 | $2,821+37.8% | $3,704+5.0% | $3,470+12.1% |
| Admin fee / account holder | $63 | $3,839-98.4% | $5,104-98.8% | $4,887-98.7% |