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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 | $21,442 | $30,732-30.2% | $59,496-64.0% | $59,633-64.0% |
| Participation rate | 23.1% | 43.2%-20.1pp | 54.6%-31.5pp | 68.7%-45.6pp |
| Annual return | -0.62% | 4.47%-5.1pp | 182.05%-182.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,000 | $1,183-15.4% | $1,829-45.3% | $3,192-68.7% |
| Admin fee / account holder | $10 | $2,136-99.5% | $2,232-99.5% | $4,297-99.8% |