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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 | $211,512 | $116,434+81.7% | $65,583+222.5% | $139,487+51.6% |
| Participation rate | 50.0% | 67.9%-17.9pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | -13.31% | 31.34%-44.6pp | 47.46%-60.8pp | 373.84%-387.1pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12 | $6,696-99.8% | $4,112-99.7% | $11,407-99.9% |