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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 | $31,066 | $75,962-59.1% | $154,108-79.8% | $64,173-51.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -8.84% | 30.32%-39.2pp | 735.21%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,408 | $3,175-24.2% | $5,081-52.6% | $3,470-30.6% |
| Admin fee / account holder | $100 | $5,589-98.2% | $13,411-99.3% | $4,887-97.9% |