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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 | $50,126 | $95,915-47.7% | $79,580-37.0% | $134,532-62.7% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -15.15% | -2.71%-12.4pp | 0.15%-15.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $420 | $3,129-86.6% | $2,413-82.6% | $4,741-91.1% |
| Participant deferral / active EE | $2,356 | $4,693-49.8% | $3,985-40.9% | $6,401-63.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |