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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 | $112,843 | $167,352-32.6% | $143,788-21.5% | $134,509-16.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -9.11% | 0.47%-9.6pp | -0.03%-9.1pp | 418.13%-427.2pp |
| Employer contribution / active EE | $1,123 | $5,620-80.0% | $4,952-77.3% | $4,741-76.3% |
| Participant deferral / active EE | $8,030 | $6,447+24.6% | $5,638+42.4% | $6,400+25.5% |
| Admin fee / account holder | $152 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |