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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 | $59,589 | $82,678-27.9% | $125,391-52.5% | $68,490-13.0% |
| Participation rate | 16.2% | 75.1%-58.8pp | 82.4%-66.2pp | 67.9%-51.7pp |
| Annual return | -36.28% | -5.97%-30.3pp | 572.41%-608.7pp | -7.85%-28.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,871 | $6,111-53.0% | $7,448-61.4% | $4,028-28.7% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |