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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 | $167,533-100.0% | $151,645-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -21.88% | 7.81%-29.7pp | 3.34%-25.2pp | 418.37%-440.2pp |
| Employer contribution / active EE | $4,304 | $6,828-37.0% | $6,165-30.2% | $4,742-9.2% |
| Participant deferral / active EE | $10,379 | $8,985+15.5% | $8,363+24.1% | $6,401+62.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |