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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 | $89,128 | $75,832+17.5% | $147,617-39.6% | $59,633+49.5% |
| Participation rate | 13.5% | 71.6%-58.1pp | 84.6%-71.1pp | 68.7%-55.2pp |
| Annual return | -4.40% | 0.37%-4.8pp | 61.98%-66.4pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,432 | $3,485-58.9% | $5,564-74.3% | $2,203-35.0% |
| Participant deferral / active EE | $2,432 | $3,131-22.3% | $4,895-50.3% | $3,192-23.8% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |