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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 | $27,643 | $93,098-70.3% | $77,081-64.1% | $134,509-79.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.1pp | 81.2%-38.4pp |
| Annual return | -14.90% | 62.63%-77.5pp | 42.33%-57.2pp | 418.13%-433.0pp |
| Employer contribution / active EE | $222 | $3,419-93.5% | $2,813-92.1% | $4,741-95.3% |
| Participant deferral / active EE | $4,571 | $5,239-12.8% | $4,428+3.2% | $6,400-28.6% |
| Admin fee / account holder | $23 | $6,945-99.7% | $5,427-99.6% | $11,427-99.8% |