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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 | $71,685 | $75,962-5.6% | $154,108-53.5% | $64,173+11.7% |
| Participation rate | 32.0% | 70.4%-38.4pp | 83.0%-51.0pp | 69.6%-37.6pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $11 | $3,350-99.7% | $5,298-99.8% | $2,381-99.5% |
| Participant deferral / active EE | $3,156 | $3,175-0.6% | $5,081-37.9% | $3,470-9.0% |
| Admin fee / account holder | $287 | $5,589-94.9% | $13,411-97.9% | $4,887-94.1% |