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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 | $0 | $197,603-100.0% | $177,827-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | -8.27% | 58.76%-67.0pp | 48.32%-56.6pp | 302.91%-311.2pp |
| Employer contribution / active EE | $6,293 | $6,698-6.0% | $5,918+6.3% | $4,762+32.2% |
| Participant deferral / active EE | $17,032 | $8,404+102.7% | $7,713+120.8% | $5,983+184.7% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |