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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 | $24,283 | $27,639-12.1% | $61,501-60.5% | $68,490-64.5% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -1.49% | -13.19%+11.7pp | 339.04%-340.5pp | -7.85%+6.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,186 | $1,264-6.2% | $2,125-44.2% | $4,028-70.6% |
| Admin fee / account holder | $51 | $2,012-97.4% | $2,132-97.6% | $5,403-99.0% |