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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 | $7,529 | $93,117-91.9% | $77,096-90.2% | $134,532-94.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -35.21% | 62.67%-97.9pp | 42.35%-77.6pp | 418.27%-453.5pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,753 | $5,241-66.5% | $4,429-60.4% | $6,401-72.6% |
| Admin fee / account holder | $26 | $6,948-99.6% | $5,428-99.5% | $11,429-99.8% |