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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 | $22,814 | $67,372-66.1% | $60,906-62.5% | $134,532-83.0% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | -17.68% | 50.05%-67.7pp | 16.94%-34.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,822 | $4,532-59.8% | $3,814-52.2% | $6,401-71.5% |
| Admin fee / account holder | $15 | $4,588-99.7% | $3,227-99.5% | $11,429-99.9% |