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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 | $60,928 | $57,352+6.2% | $83,830-27.3% | $64,173-5.1% |
| Participation rate | 23.7% | 68.6%-44.9pp | 76.1%-52.5pp | 69.6%-45.9pp |
| Annual return | -8.39% | 11.38%-19.8pp | 850.97%-859.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $315 | $2,546-87.6% | $3,631-91.3% | $2,381-86.8% |
| Participant deferral / active EE | $1,709 | $2,993-42.9% | $4,082-58.1% | $3,470-50.7% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |