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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 | $64,207 | $138,075-53.5% | $123,552-48.0% | $135,379-52.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.95% | 153.70%-164.7pp | 119.20%-130.2pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,238 | $5,152-76.0% | $4,628-73.3% | $4,779-74.1% |
| Participant deferral / active EE | $4,059 | $6,800-40.3% | $6,426-36.8% | $5,609-27.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |