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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 | $25,729 | $44,873-42.7% | $79,466-67.6% | $56,287-54.3% |
| Participation rate | 27.5% | 68.7%-41.3pp | 73.3%-45.9pp | 69.9%-42.4pp |
| Annual return | -6.86% | 0.81%-7.7pp | 718.28%-725.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $239 | $2,140-88.8% | $2,800-91.5% | $2,111-88.7% |
| Participant deferral / active EE | $957 | $2,746-65.1% | $3,704-74.2% | $3,350-71.4% |
| Admin fee / account holder | $261 | $418-37.6% | $5,104-94.9% | $521-49.9% |