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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 | $18,481 | $138,102-86.6% | $125,381-85.3% | $134,532-86.3% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -21.93% | 750.73%-772.7pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,354 | $5,245-74.2% | $4,815-71.9% | $4,741-71.4% |
| Participant deferral / active EE | $3,855 | $7,801-50.6% | $7,448-48.2% | $6,401-39.8% |
| Admin fee / account holder | $138 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |