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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 | $21,654 | $93,124-76.7% | $77,100-71.9% | $134,545-83.9% |
| Participation rate | 38.1% | 74.5%-36.4pp | 67.9%-29.8pp | 81.2%-43.1pp |
| Annual return | -21.60% | 62.68%-84.3pp | 42.35%-64.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,127 | $5,242-40.3% | $4,430-29.4% | $6,401-51.1% |
| Admin fee / account holder | $124 | $6,970-98.2% | $5,443-97.7% | $11,431-98.9% |