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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 | $17,645 | $32,117-45.1% | $71,086-75.2% | $64,181-72.5% |
| Participation rate | 4.2% | 42.7%-38.5pp | 54.7%-50.5pp | 69.6%-65.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $50 | $712-93.0% | $1,088-95.4% | $2,381-97.9% |
| Participant deferral / active EE | $771 | $1,263-39.0% | $1,874-58.9% | $3,470-77.8% |
| Admin fee / account holder | $102 | $2,759-96.3% | $3,082-96.7% | $4,887-97.9% |