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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 | $10,357 | $32,117-67.8% | $71,089-85.4% | $64,173-83.9% |
| Participation rate | 37.0% | 42.7%-5.7pp | 54.6%-17.7pp | 69.6%-32.6pp |
| Annual return | -8.11% | -5.57%-2.5pp | 650.65%-658.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $79 | $712-88.9% | $1,088-92.7% | $2,381-96.7% |
| Participant deferral / active EE | $472 | $1,263-62.6% | $1,873-74.8% | $3,470-86.4% |
| Admin fee / account holder | $239 | $2,759-91.4% | $3,082-92.3% | $4,887-95.1% |