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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 | $31,519 | $56,197-43.9% | $67,652-53.4% | $59,633-47.1% |
| Participation rate | 66.2% | 71.5%-5.3pp | 75.7%-9.5pp | 68.7%-2.5pp |
| Annual return | -2.39% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,267 | $1,615-21.5% | $2,266-44.1% | $2,203-42.5% |
| Participant deferral / active EE | $2,475 | $2,844-13.0% | $3,560-30.5% | $3,192-22.5% |
| Admin fee / account holder | $276 | $3,958-93.0% | $4,821-94.3% | $4,297-93.6% |