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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 | $43,929 | $95,915-54.2% | $79,580-44.8% | $134,532-67.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | -8.87% | -2.71%-6.2pp | 0.15%-9.0pp | 418.27%-427.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,222 | $4,693-31.3% | $3,985-19.1% | $6,401-49.7% |
| Admin fee / account holder | $188 | $9,132-97.9% | $6,835-97.2% | $11,429-98.4% |