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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 | $37,539 | $54,239-30.8% | $70,098-46.4% | $68,495-45.2% |
| Participation rate | 18.1% | 64.5%-46.5pp | 70.5%-52.4pp | 67.9%-49.8pp |
| Annual return | -17.13% | -13.87%-3.3pp | 190.76%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,292 | $2,957-56.3% | $3,849-66.4% | $4,028-67.9% |
| Admin fee / account holder | $266 | $4,691-94.3% | $6,266-95.8% | $5,403-95.1% |