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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 | $28,106 | $82,324-65.9% | $68,803-59.2% | $134,545-79.1% |
| Participation rate | 23.5% | 75.1%-51.5pp | 69.0%-45.5pp | 81.2%-57.7pp |
| Annual return | -19.73% | -2.17%-17.6pp | -6.37%-13.4pp | 418.37%-438.1pp |
| Employer contribution / active EE | $278 | $3,302-91.6% | $2,656-89.5% | $4,742-94.1% |
| Participant deferral / active EE | $1,790 | $4,740-62.2% | $3,942-54.6% | $6,401-72.0% |
| Admin fee / account holder | $118 | $6,485-98.2% | $4,936-97.6% | $11,431-99.0% |