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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 | $19,529 | $88,585-78.0% | $69,884-72.1% | $134,532-85.5% |
| Participation rate | 34.8% | 74.9%-40.1pp | 70.5%-35.7pp | 81.2%-46.4pp |
| Annual return | -21.63% | 442.80%-464.4pp | 190.81%-212.4pp | 418.27%-439.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,258 | $4,770-10.7% | $3,848+10.7% | $6,401-33.5% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |