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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 | $56,712 | $91,525-38.0% | $130,026-56.4% | $75,181-24.6% |
| Participation rate | 44.8% | 71.4%-26.6pp | 78.5%-33.7pp | 67.2%-22.4pp |
| Annual return | 19.54% | -631.40%+650.9pp | -137.26%+156.8pp | 160.69%-141.1pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,285 | $4,342-24.3% | $5,821-43.6% | $4,126-20.4% |
| Admin fee / account holder | $8 | $6,778-99.9% | $10,608-99.9% | $5,650-99.9% |