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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 | $57,252 | $85,790-33.3% | $67,313-14.9% | $135,380-57.7% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.1%-27.9pp | 82.6%-41.5pp |
| Annual return | -4.37% | -0.54%-3.8pp | -4.08%-0.3pp | 519.81%-524.2pp |
| Employer contribution / active EE | $112 | $3,487-96.8% | $2,566-95.6% | $4,779-97.6% |
| Participant deferral / active EE | $1,798 | $4,651-61.3% | $3,568-49.6% | $5,609-67.9% |
| Admin fee / account holder | $250 | $6,392-96.1% | $4,507-94.5% | $10,828-97.7% |