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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 | $8,644 | $30,732-71.9% | $59,496-85.5% | $59,633-85.5% |
| Participation rate | 9.4% | 43.2%-33.8pp | 54.6%-45.2pp | 68.7%-59.3pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $51 | $631-92.0% | $1,153-95.6% | $2,203-97.7% |
| Participant deferral / active EE | $766 | $1,183-35.2% | $1,829-58.1% | $3,192-76.0% |
| Admin fee / account holder | $5 | $2,136-99.8% | $2,232-99.8% | $4,297-99.9% |