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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 | $65,801 | $82,678-20.4% | $125,391-47.5% | $68,490-3.9% |
| Participation rate | 37.1% | 75.1%-37.9pp | 82.4%-45.2pp | 67.9%-30.8pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,147 | $3,382-36.5% | $4,816-55.4% | $2,597-17.3% |
| Participant deferral / active EE | $4,029 | $6,111-34.1% | $7,448-45.9% | $4,0280% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |