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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 | $52,048 | $91,911-43.4% | $68,612-24.1% | $135,379-61.6% |
| Participation rate | 28.6% | 76.7%-48.2pp | 72.2%-43.7pp | 82.6%-54.1pp |
| Annual return | -0.27% | -8.22%+7.9pp | -4.63%+4.4pp | 519.79%-520.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,454 | $4,315-43.1% | $3,311-25.9% | $5,609-56.2% |
| Admin fee / account holder | $287 | $9,240-96.9% | $5,131-94.4% | $10,828-97.4% |