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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 | $31,225 | $167,362-81.3% | $143,799-78.3% | $134,532-76.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -20.01% | 0.47%-20.5pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,049 | $5,620-81.3% | $4,952-78.8% | $4,741-77.9% |
| Participant deferral / active EE | $2,835 | $6,447-56.0% | $5,638-49.7% | $6,401-55.7% |
| Admin fee / account holder | $208 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |