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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 | $153,000 | $183,539-16.6% | $155,556-1.6% | $145,897+4.9% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | -7.27% | 61.31%-68.6pp | 64.84%-72.1pp | 552.29%-559.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |