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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 | $7,589 | $92,743-91.8% | $82,744-90.8% | $134,532-94.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -21.28% | 946.63%-967.9pp | 702.22%-723.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,327 | $4,802-30.7% | $4,395-24.3% | $6,401-48.0% |
| Admin fee / account holder | $70 | $5,977-98.8% | $5,325-98.7% | $11,429-99.4% |