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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 | $40,428 | $45,152-10.5% | $73,845-45.3% | $59,632-32.2% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -0.97% | 27.40%-28.4pp | 2267.91%-2268.9pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,880 | $2,574-27.0% | $3,583-47.5% | $3,192-41.1% |
| Admin fee / account holder | $4 | $3,516-99.9% | $4,881-99.9% | $4,297-99.9% |