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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 | $148,448 | $227,399-34.7% | $189,758-21.8% | $198,609-25.3% |
| Participation rate | 18.2% | 84.0%-65.8pp | 79.8%-61.6pp | 82.4%-64.2pp |
| Annual return | -10.84% | 61.03%-71.9pp | 52.62%-63.5pp | 202.70%-213.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |