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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 | $86,895 | $167,352-48.1% | $143,788-39.6% | $134,509-35.4% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -38.03% | 0.47%-38.5pp | -0.03%-38.0pp | 418.13%-456.2pp |
| Employer contribution / active EE | $1,373 | $5,620-75.6% | $4,952-72.3% | $4,741-71.0% |
| Participant deferral / active EE | $2,396 | $6,447-62.8% | $5,638-57.5% | $6,400-62.6% |
| Admin fee / account holder | $29 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |