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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 | $14,745 | $90,617-83.7% | $79,476-81.4% | $135,382-89.1% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -10.57% | 977.57%-988.1pp | 718.21%-728.8pp | 519.77%-530.3pp |
| Employer contribution / active EE | $2,012 | $3,068-34.4% | $2,800-28.2% | $4,779-57.9% |
| Participant deferral / active EE | $9,825 | $4,050+142.6% | $3,704+165.2% | $5,609+75.2% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,829-99.6% |