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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 | $13,655 | $49,891-72.6% | $80,607-83.1% | $75,181-81.8% |
| Participation rate | 12.5% | 55.3%-42.8pp | 67.0%-54.5pp | 67.2%-54.7pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $130 | $1,698-92.3% | $2,724-95.2% | $2,671-95.1% |
| Participant deferral / active EE | $1,482 | $2,991-50.5% | $4,448-66.7% | $4,126-64.1% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |