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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 | $20,860 | $54,355-61.6% | $82,744-74.8% | $68,486-69.5% |
| Participation rate | 27.4% | 63.9%-36.5pp | 72.6%-45.1pp | 67.9%-40.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,834 | $3,246-43.5% | $4,395-58.3% | $4,028-54.5% |
| Admin fee / account holder | $283 | $4,397-93.6% | $5,325-94.7% | $5,404-94.8% |