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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 | $58,388 | $75,832-23.0% | $147,617-60.4% | $59,633-2.1% |
| Participation rate | 21.3% | 71.6%-50.3pp | 84.6%-63.3pp | 68.7%-47.4pp |
| Annual return | 1.92% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,037 | $3,131-66.9% | $4,895-78.8% | $3,192-67.5% |
| Admin fee / account holder | $49 | $5,986-99.2% | $11,612-99.6% | $4,297-98.9% |