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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 | $12,194 | $84,464-85.6% | $61,399-80.1% | $134,509-90.9% |
| Participation rate | 45.8% | 62.2%-16.4pp | 52.6%-6.7pp | 81.2%-35.4pp |
| Annual return | -23.71% | 585.06%-608.8pp | 338.81%-362.5pp | 418.13%-441.8pp |
| Employer contribution / active EE | $954 | $1,545-38.2% | $1,159-17.7% | $4,741-79.9% |
| Participant deferral / active EE | $2,355 | $2,818-16.4% | $2,124+10.9% | $6,400-63.2% |
| Admin fee / account holder | $39 | $2,587-98.5% | $2,131-98.2% | $11,427-99.7% |