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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 | $31,044 | $131,835-76.5% | $108,582-71.4% | $273,972-88.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 7.77% | -91.57%+99.3pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,646 | $5,127-67.9% | $4,311-61.8% | $5,287-68.9% |
| Admin fee / account holder | $3 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |