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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 | $43,705 | $56,197-22.2% | $67,652-35.4% | $59,633-26.7% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -1.37% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $206 | $1,615-87.3% | $2,266-90.9% | $2,203-90.7% |
| Participant deferral / active EE | $1,430 | $2,844-49.7% | $3,560-59.8% | $3,192-55.2% |
| Admin fee / account holder | $170 | $3,958-95.7% | $4,821-96.5% | $4,297-96.0% |