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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 | $27,467 | $167,533-83.6% | $151,645-81.9% | $134,545-79.6% |
| Participation rate | 53.8% | 88.4%-34.5pp | 87.5%-33.6pp | 81.2%-27.4pp |
| Annual return | -18.22% | 7.81%-26.0pp | 3.34%-21.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,129 | $6,828-83.5% | $6,165-81.7% | $4,742-76.2% |
| Participant deferral / active EE | $3,280 | $8,985-63.5% | $8,363-60.8% | $6,401-48.8% |
| Admin fee / account holder | $257 | $13,781-98.1% | $11,614-97.8% | $11,431-97.8% |