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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 | $39,893 | $127,100-68.6% | $105,738-62.3% | $135,379-70.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 76.3%-43.0pp | 82.6%-49.3pp |
| Annual return | -7.72% | 4.49%-12.2pp | 6.27%-14.0pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,831 | $5,064-44.1% | $4,080-30.6% | $5,609-49.5% |
| Admin fee / account holder | $288 | $9,087-96.8% | $6,913-95.8% | $10,828-97.3% |