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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 | $20,114 | $90,509-77.8% | $78,693-74.4% | $273,968-92.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -4.15% | 75.61%-79.8pp | 62.18%-66.3pp | 41.45%-45.6pp |
| Employer contribution / active EE | $1,869 | $3,175-41.1% | $2,850-34.4% | $4,869-61.6% |
| Participant deferral / active EE | $1,869 | $3,901-52.1% | $3,517-46.9% | $5,287-64.6% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |