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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 | $28,593 | $54,355-47.4% | $82,744-65.4% | $68,486-58.2% |
| Participation rate | 69.0% | 63.9%+5.1pp | 72.6%-3.5pp | 67.9%+1.2pp |
| Annual return | -19.85% | -13.67%-6.2pp | 702.22%-722.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,172 | $3,246+151.7% | $4,395+86.0% | $4,028+102.9% |
| Admin fee / account holder | $104 | $4,397-97.6% | $5,325-98.0% | $5,404-98.1% |