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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 | $10,523 | $84,464-87.5% | $61,399-82.9% | $134,509-92.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -22.50% | 585.06%-607.6pp | 338.81%-361.3pp | 418.13%-440.6pp |
| Employer contribution / active EE | $829 | $1,545-46.4% | $1,159-28.5% | $4,741-82.5% |
| Participant deferral / active EE | $1,836 | $2,818-34.8% | $2,124-13.6% | $6,400-71.3% |
| Admin fee / account holder | $127 | $2,587-95.1% | $2,131-94.0% | $11,427-98.9% |