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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 | $32,257 | $75,962-57.5% | $154,108-79.1% | $64,173-49.7% |
| Participation rate | 67.9% | 70.4%-2.6pp | 83.0%-15.2pp | 69.6%-1.7pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.21%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $21 | $3,350-99.4% | $5,298-99.6% | $2,381-99.1% |
| Participant deferral / active EE | $2,198 | $3,175-30.8% | $5,081-56.7% | $3,470-36.7% |
| Admin fee / account holder | $239 | $5,589-95.7% | $13,411-98.2% | $4,887-95.1% |