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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 | $106,119 | $133,981-20.8% | $112,249-5.5% | $134,532-21.1% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | -18.91% | 47.16%-66.1pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $422 | $4,040-89.5% | $3,636-88.4% | $4,741-91.1% |
| Participant deferral / active EE | $3,417 | $5,292-35.4% | $4,729-27.8% | $6,401-46.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |