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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 | $20,493 | $95,979-78.6% | $74,551-72.5% | $135,380-84.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.07% | 56.97%-63.0pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $52 | $2,716-98.1% | $1,961-97.4% | $4,779-98.9% |
| Participant deferral / active EE | $1,729 | $3,844-55.0% | $3,108-44.4% | $5,609-69.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |