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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $62,585 | $95,188-34.3% | $76,518-18.2% | $135,379-53.8% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | -8.70% | 4.85%-13.6pp | -0.27%-8.4pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,002 | $4,640-78.4% | $3,836-73.9% | $5,609-82.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |