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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 | $0 | $48,053-100.0% | $84,628-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 68.2%-68.2pp | 69.5%-69.5pp |
| Annual return | 13.27% | 37.39%-24.1pp | 258.80%-245.5pp | 81.01%-67.7pp |
| Employer contribution / active EE | $1,029 | $1,602-35.8% | $2,653-61.2% | $2,440-57.8% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |