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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 | $64,537 | $82,288-21.6% | $68,794-6.2% | $134,509-52.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -3.29% | -2.19%-1.1pp | -6.37%+3.1pp | 418.13%-421.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,832 | $4,738+44.2% | $3,941+73.3% | $6,400+6.7% |
| Admin fee / account holder | $30 | $6,482-99.5% | $4,934-99.4% | $11,427-99.7% |