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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 | $15,389 | $75,962-79.7% | $154,108-90.0% | $64,173-76.0% |
| Participation rate | 22.0% | 70.4%-48.5pp | 83.0%-61.1pp | 69.6%-47.6pp |
| Annual return | -11.77% | 30.32%-42.1pp | 735.21%-747.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,686 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $82 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |