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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 | $2,867 | $27,632-89.6% | $61,399-95.3% | $68,495-95.8% |
| Participation rate | 26.9% | 39.5%-12.6pp | 52.6%-25.6pp | 67.9%-41.0pp |
| Annual return | -18.92% | -13.24%-5.7pp | 338.81%-357.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $54 | $696-92.2% | $1,159-95.3% | $2,596-97.9% |
| Participant deferral / active EE | $920 | $1,264-27.2% | $2,124-56.7% | $4,028-77.2% |
| Admin fee / account holder | $11 | $2,010-99.5% | $2,131-99.5% | $5,403-99.8% |