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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 | $39,545 | $82,674-52.2% | $125,363-68.5% | $68,495-42.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -5.76% | -5.97%+0.2pp | 572.15%-577.9pp | -7.84%+2.1pp |
| Employer contribution / active EE | $8 | $3,382-99.8% | $4,815-99.8% | $2,596-99.7% |
| Participant deferral / active EE | $12,329 | $6,111+101.7% | $7,447+65.6% | $4,028+206.1% |
| Admin fee / account holder | $82 | $6,276-98.7% | $10,005-99.2% | $5,403-98.5% |