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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 | $90,968 | $27,639+229.1% | $61,501+47.9% | $68,490+32.8% |
| Participation rate | 11.1% | 39.5%-28.4pp | 52.6%-41.5pp | 67.9%-56.8pp |
| Annual return | -16.60% | -13.19%-3.4pp | 339.04%-355.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $5 | $696-99.3% | $1,160-99.6% | $2,597-99.8% |
| Participant deferral / active EE | $1,979 | $1,264+56.6% | $2,125-6.9% | $4,028-50.9% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |