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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 | $13,504 | $82,314-83.6% | $68,808-80.4% | $134,532-90.0% |
| Participation rate | 28.6% | 75.1%-46.5pp | 69.0%-40.4pp | 81.2%-52.7pp |
| Annual return | -16.11% | -2.18%-13.9pp | -6.37%-9.7pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,788 | $4,740-62.3% | $3,942-54.6% | $6,401-72.1% |
| Admin fee / account holder | $64 | $6,484-99.0% | $4,936-98.7% | $11,429-99.4% |