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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 | $40,396 | $75,935-46.8% | $60,547-33.3% | $125,389-67.8% |
| Participation rate | 19.0% | 76.5%-57.5pp | 68.0%-48.9pp | 83.2%-64.1pp |
| Annual return | -2.59% | -5.38%+2.8pp | 335.64%-338.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $389 | $3,438-88.7% | $2,419-83.9% | $4,866-92.0% |
| Participant deferral / active EE | $2,361 | $4,506-47.6% | $3,328-29.1% | $5,352-55.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |