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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 | $49,890 | $138,102-63.9% | $125,381-60.2% | $134,532-62.9% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -25.73% | 750.73%-776.5pp | 572.31%-598.0pp | 418.27%-444.0pp |
| Employer contribution / active EE | $2,086 | $5,245-60.2% | $4,815-56.7% | $4,741-56.0% |
| Participant deferral / active EE | $7,971 | $7,801+2.2% | $7,448+7.0% | $6,401+24.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |