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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 | $19,586 | $95,915-79.6% | $79,580-75.4% | $134,532-85.4% |
| Participation rate | 15.4% | 75.0%-59.7pp | 69.5%-54.1pp | 81.2%-65.8pp |
| Annual return | -19.42% | -2.71%-16.7pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $421 | $3,129-86.5% | $2,413-82.6% | $4,741-91.1% |
| Participant deferral / active EE | $1,298 | $4,693-72.3% | $3,985-67.4% | $6,401-79.7% |
| Admin fee / account holder | $101 | $9,132-98.9% | $6,835-98.5% | $11,429-99.1% |