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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 | $59,167 | $167,323-64.6% | $143,770-58.8% | $134,493-56.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -20.02% | 0.47%-20.5pp | -0.04%-20.0pp | 418.01%-438.0pp |
| Employer contribution / active EE | $938 | $5,619-83.3% | $4,951-81.1% | $4,740-80.2% |
| Participant deferral / active EE | $3,092 | $6,446-52.0% | $5,638-45.2% | $6,400-51.7% |
| Admin fee / account holder | $1 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |