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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 | $72,672 | $105,867-31.4% | $90,760-19.9% | $134,532-46.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -19.53% | -10.99%-8.5pp | -12.16%-7.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $53 | $3,464-98.5% | $2,922-98.2% | $4,741-98.9% |
| Participant deferral / active EE | $5,304 | $5,217+1.7% | $4,565+16.2% | $6,401-17.1% |
| Admin fee / account holder | $197 | $13,936-98.6% | $8,444-97.7% | $11,429-98.3% |