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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 | $81,127 | $142,392-43.0% | $119,622-32.2% | $134,532-39.7% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.3%-26.6pp | 81.2%-28.6pp |
| Annual return | -56.60% | -12.46%-44.1pp | -14.98%-41.6pp | 418.27%-474.9pp |
| Employer contribution / active EE | $2,344 | $5,224-55.1% | $4,232-44.6% | $4,741-50.6% |
| Participant deferral / active EE | $7,702 | $6,467+19.1% | $5,601+37.5% | $6,401+20.3% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |