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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 | $14,757 | $27,639-46.6% | $61,501-76.0% | $68,490-78.5% |
| Participation rate | 16.0% | 39.5%-23.5pp | 52.6%-36.6pp | 67.9%-51.9pp |
| Annual return | -21.74% | -13.19%-8.5pp | 339.04%-360.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,094 | $1,264-13.4% | $2,125-48.5% | $4,028-72.8% |
| Admin fee / account holder | $52 | $2,012-97.4% | $2,132-97.6% | $5,403-99.0% |