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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 | $88,320 | $150,346-41.3% | $120,524-26.7% | $145,877-39.5% |
| Participation rate | 36.4% | 78.8%-42.4pp | 71.9%-35.6pp | 80.3%-43.9pp |
| Annual return | 5.96% | 154.40%-148.4pp | 107.36%-101.4pp | 551.28%-545.3pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,498 | $6,172-59.5% | $4,994-50.0% | $6,691-62.7% |
| Admin fee / account holder | $52 | $12,215-99.6% | $9,440-99.5% | $13,402-99.6% |