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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 | $91,068 | $150,447-39.5% | $136,298-33.2% | $147,586-38.3% |
| Participation rate | 35.3% | 84.4%-49.1pp | 81.9%-46.6pp | 82.8%-47.5pp |
| Annual return | 0.94% | 1049.15%-1048.2pp | 5156.27%-5155.3pp | 578.59%-577.7pp |
| Employer contribution / active EE | $8,479 | $5,256+61.3% | $4,696+80.6% | $4,876+73.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |