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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 | $44,942 | $99,011-54.6% | $86,582-48.1% | $147,586-69.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 8.55% | 1312.75%-1304.2pp | 965.08%-956.5pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,424 | $3,132-54.5% | $2,839-49.8% | $4,876-70.8% |
| Participant deferral / active EE | $2,848 | $3,972-28.3% | $3,609-21.1% | $5,439-47.6% |
| Admin fee / account holder | $13 | $5,709-99.8% | $4,904-99.7% | $10,886-99.9% |