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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 | $23,112 | $102,595-77.5% | $94,057-75.4% | $154,746-85.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | -10.76% | 583.42%-594.2pp | 480.62%-491.4pp | 172.34%-183.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |