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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 | $78,690-100.0% | $161,489-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 6.96% | 32.74%-25.8pp | 89.72%-82.8pp | 26.06%-19.1pp |
| Employer contribution / active EE | $1,682 | $2,588-35.0% | $4,268-60.6% | $2,596-35.2% |
| Participant deferral / active EE | $2,090 | $3,311-36.9% | $5,630-62.9% | $4,274-51.1% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |