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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 | $13,601 | $73,848-81.6% | $143,799-90.5% | $68,486-80.1% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -18.11% | 0.91%-19.0pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,453 | $3,385-27.5% | $5,638-56.5% | $4,028-39.1% |
| Admin fee / account holder | $221 | $5,755-96.2% | $14,677-98.5% | $5,404-95.9% |