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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 | $36,828 | $138,072-73.3% | $123,549-70.2% | $135,382-72.8% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -10.47% | 153.69%-164.2pp | 119.20%-129.7pp | 519.77%-530.2pp |
| Employer contribution / active EE | $1,050 | $5,152-79.6% | $4,628-77.3% | $4,779-78.0% |
| Participant deferral / active EE | $3,424 | $6,799-49.6% | $6,426-46.7% | $5,609-38.9% |
| Admin fee / account holder | $291 | $10,917-97.3% | $9,284-96.9% | $10,829-97.3% |