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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 | $81,939 | $91,537-10.5% | $130,045-37.0% | $75,173+9.0% |
| Participation rate | 30.6% | 71.5%-40.9pp | 78.5%-47.9pp | 67.2%-36.6pp |
| Annual return | 14.69% | -631.55%+646.2pp | -137.30%+152.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $286 | $2,845-90.0% | $4,321-93.4% | $2,671-89.3% |
| Participant deferral / active EE | $2,095 | $4,343-51.8% | $5,820-64.0% | $4,126-49.2% |
| Admin fee / account holder | $26 | $6,780-99.6% | $10,600-99.8% | $5,651-99.5% |