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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 | $18,676 | $100,805-81.5% | $86,698-78.5% | $134,532-86.1% |
| Participation rate | 52.6% | 79.0%-26.3pp | 76.6%-24.0pp | 81.2%-28.6pp |
| Annual return | -17.48% | 29.09%-46.6pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $9 | $3,490-99.8% | $2,837-99.7% | $4,741-99.8% |
| Participant deferral / active EE | $3,918 | $5,339-26.6% | $4,656-15.9% | $6,401-38.8% |
| Admin fee / account holder | $144 | $10,925-98.7% | $7,493-98.1% | $11,429-98.7% |