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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 | $44,529 | $95,915-53.6% | $79,580-44.0% | $134,532-66.9% |
| Participation rate | 27.8% | 75.0%-47.3pp | 69.5%-41.7pp | 81.2%-53.5pp |
| Annual return | -15.99% | -2.71%-13.3pp | 0.15%-16.1pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,701 | $4,693-63.8% | $3,985-57.3% | $6,401-73.4% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |