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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 | $30,624 | $32,117-4.6% | $71,089-56.9% | $64,173-52.3% |
| Participation rate | 26.1% | 42.7%-16.6pp | 54.6%-28.6pp | 69.6%-43.5pp |
| Annual return | 3.12% | -5.57%+8.7pp | 650.65%-647.5pp | 7.63%-4.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $799 | $1,263-36.7% | $1,873-57.3% | $3,470-77.0% |
| Admin fee / account holder | $4 | $2,759-99.9% | $3,082-99.9% | $4,887-99.9% |