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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 | $36,611 | $57,350-36.2% | $83,850-56.3% | $64,181-43.0% |
| Participation rate | 44.0% | 68.6%-24.6pp | 76.1%-32.1pp | 69.6%-25.6pp |
| Annual return | -11.67% | 11.38%-23.0pp | 850.92%-862.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,028 | $2,545-59.6% | $3,631-71.7% | $2,381-56.8% |
| Participant deferral / active EE | $2,748 | $2,993-8.2% | $4,082-32.7% | $3,470-20.8% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,887-100.0% |