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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 | $15,216 | $27,639-44.9% | $61,501-75.3% | $68,490-77.8% |
| Participation rate | 15.0% | 39.5%-24.5pp | 52.6%-37.6pp | 67.9%-52.9pp |
| Annual return | -18.64% | -13.19%-5.4pp | 339.04%-357.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $739 | $1,264-41.5% | $2,125-65.2% | $4,028-81.7% |
| Admin fee / account holder | $181 | $2,012-91.0% | $2,132-91.5% | $5,403-96.6% |