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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 | $233,958 | $111,830+109.2% | $93,696+149.7% | $145,884+60.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -17.24% | 204.08%-221.3pp | 133.74%-151.0pp | 551.85%-569.1pp |
| Employer contribution / active EE | $1,250 | $3,093-59.6% | $2,422-48.4% | $4,662-73.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $32 | $10,249-99.7% | $8,287-99.6% | $13,392-99.8% |