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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 | $64,408 | $87,016-26.0% | $63,244+1.8% | $125,389-48.6% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | -2.91% | 21.71%-24.6pp | -70.31%+67.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $132 | $3,601-96.3% | $2,322-94.3% | $4,866-97.3% |
| Participant deferral / active EE | $3,136 | $3,939-20.4% | $2,953+6.2% | $5,352-41.4% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |