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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 | $105,309 | $93,124+13.1% | $77,100+36.6% | $134,545-21.7% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -24.20% | 62.68%-86.9pp | 42.35%-66.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $540 | $3,421-84.2% | $2,815-80.8% | $4,742-88.6% |
| Participant deferral / active EE | $1,121 | $5,242-78.6% | $4,430-74.7% | $6,401-82.5% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |