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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 | $8,382 | $92,766-91.0% | $82,763-89.9% | $134,545-93.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -24.64% | 946.97%-971.6pp | 702.45%-727.1pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,033 | $3,273-68.4% | $3,008-65.7% | $4,742-78.2% |
| Participant deferral / active EE | $1,944 | $4,802-59.5% | $4,395-55.8% | $6,401-69.6% |
| Admin fee / account holder | $51 | $5,978-99.1% | $5,325-99.0% | $11,431-99.6% |