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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 | $16,488 | $90,467-81.8% | $93,759-82.4% | $134,532-87.7% |
| Participation rate | 56.5% | 82.0%-25.5pp | 81.0%-24.4pp | 81.2%-24.7pp |
| Annual return | -13.93% | -15.72%+1.8pp | -11.33%-2.6pp | 418.27%-432.2pp |
| Employer contribution / active EE | $463 | $4,345-89.3% | $4,324-89.3% | $4,741-90.2% |
| Participant deferral / active EE | $2,480 | $5,980-58.5% | $6,096-59.3% | $6,401-61.3% |
| Admin fee / account holder | $13 | $9,258-99.9% | $7,197-99.8% | $11,429-99.9% |