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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 | $188,998 | $176,402+7.1% | $134,162+40.9% | $158,966+18.9% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | -33.33% | 63.66%-97.0pp | 36.35%-69.7pp | 302.95%-336.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |