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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 | $33,055 | $165,361-80.0% | $149,715-77.9% | $158,950-79.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -14.27% | 348.24%-362.5pp | 276.66%-290.9pp | 302.91%-317.2pp |
| Employer contribution / active EE | $4,212 | $5,103-17.5% | $4,645-9.3% | $4,762-11.5% |
| Participant deferral / active EE | $5,317 | $7,182-26.0% | $6,842-22.3% | $5,983-11.1% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |