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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 | $3,283 | $27,639-88.1% | $61,501-94.7% | $68,490-95.2% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $68 | $696-90.2% | $1,160-94.1% | $2,597-97.4% |
| Participant deferral / active EE | $639 | $1,264-49.4% | $2,125-69.9% | $4,028-84.1% |
| Admin fee / account holder | $189 | $2,012-90.6% | $2,132-91.1% | $5,403-96.5% |