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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 | $72,031 | $56,200+28.2% | $67,653+6.5% | $59,633+20.8% |
| Participation rate | 38.5% | 71.5%-33.0pp | 75.7%-37.2pp | 68.7%-30.2pp |
| Annual return | -3.04% | 18506.71%-18509.7pp | 6625.22%-6628.3pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,751 | $2,843-38.4% | $3,560-50.8% | $3,192-45.1% |
| Admin fee / account holder | $207 | $3,959-94.8% | $4,821-95.7% | $4,297-95.2% |