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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 | $26,096 | $99,647-73.8% | $86,439-69.8% | $134,509-80.6% |
| Participation rate | 38.1% | 82.1%-44.0pp | 80.3%-42.2pp | 81.2%-43.1pp |
| Annual return | -22.63% | 6784.13%-6806.8pp | 4395.55%-4418.2pp | 418.13%-440.8pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,797 | $7,246-47.6% | $6,952-45.4% | $6,400-40.7% |
| Admin fee / account holder | $99 | $8,373-98.8% | $6,732-98.5% | $11,427-99.1% |