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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 | $34,464 | $92,743-62.8% | $82,744-58.3% | $134,532-74.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -25.22% | 946.63%-971.9pp | 702.22%-727.4pp | 418.27%-443.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,212 | $4,802-53.9% | $4,395-49.7% | $6,401-65.4% |
| Admin fee / account holder | $172 | $5,977-97.1% | $5,325-96.8% | $11,429-98.5% |