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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 | $78,423-100.0% | $95,964-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 4.76% | 19.37%-14.6pp | 91.64%-86.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $5,100 | $1,945+162.2% | $2,541+100.7% | $2,471+106.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |