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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 | $18,401 | $100,792-81.7% | $86,691-78.8% | $134,509-86.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -30.41% | 29.08%-59.5pp | 35.94%-66.4pp | 418.13%-448.5pp |
| Employer contribution / active EE | $4,976 | $3,491+42.6% | $2,837+75.4% | $4,741+5.0% |
| Participant deferral / active EE | $7,551 | $5,339+41.4% | $4,656+62.2% | $6,400+18.0% |
| Admin fee / account holder | $167 | $10,924-98.5% | $7,492-97.8% | $11,427-98.5% |