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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 | $39,810 | $82,678-51.8% | $125,391-68.3% | $68,490-41.9% |
| Participation rate | 22.2% | 75.1%-52.8pp | 82.4%-60.2pp | 67.9%-45.7pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,696 | $6,111-39.5% | $7,448-50.4% | $4,028-8.2% |
| Admin fee / account holder | $13 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |