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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 | $43,379 | $114,013-62.0% | $103,693-58.2% | $155,188-72.0% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.6%-20.0pp | 80.8%-28.2pp |
| Annual return | 0.00% | 49.31%-49.3pp | 47.61%-47.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,025 | $4,970-59.2% | $4,579-55.8% | $6,531-69.0% |
| Admin fee / account holder | $203 | $8,407-97.6% | $7,858-97.4% | $14,480-98.6% |