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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 | $40,168 | $56,200-28.5% | $67,653-40.6% | $59,633-32.6% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -3.41% | 18506.71%-18510.1pp | 6625.22%-6628.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $818 | $1,615-49.3% | $2,266-63.9% | $2,203-62.8% |
| Participant deferral / active EE | $1,890 | $2,843-33.5% | $3,560-46.9% | $3,192-40.8% |
| Admin fee / account holder | $99 | $3,959-97.5% | $4,821-98.0% | $4,297-97.7% |