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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 | $6,463 | $27,632-76.6% | $61,452-89.5% | $68,486-90.6% |
| Participation rate | 8.0% | 39.5%-31.5pp | 52.6%-44.6pp | 67.9%-59.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $64 | $696-90.8% | $1,160-94.5% | $2,597-97.5% |
| Participant deferral / active EE | $445 | $1,264-64.8% | $2,125-79.0% | $4,028-88.9% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |