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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 | $14,217 | $92,743-84.7% | $82,744-82.8% | $134,532-89.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -22.07% | 946.63%-968.7pp | 702.22%-724.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,490 | $4,802-27.3% | $4,395-20.6% | $6,401-45.5% |
| Admin fee / account holder | $2 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |