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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 | $35,777 | $211,946-83.1% | $169,452-78.9% | $135,380-73.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.66% | 3.26%-11.9pp | 1.83%-10.5pp | 519.81%-528.5pp |
| Employer contribution / active EE | $78 | $5,117-98.5% | $4,157-98.1% | $4,779-98.4% |
| Participant deferral / active EE | $6,006 | $6,075-1.1% | $5,277+13.8% | $5,609+7.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |