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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 | $32,011 | $133,981-76.1% | $112,249-71.5% | $134,532-76.2% |
| Participation rate | 21.4% | 78.6%-57.1pp | 75.1%-53.6pp | 81.2%-59.8pp |
| Annual return | -19.71% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $701 | $4,040-82.6% | $3,636-80.7% | $4,741-85.2% |
| Participant deferral / active EE | $1,570 | $5,292-70.3% | $4,729-66.8% | $6,401-75.5% |
| Admin fee / account holder | $124 | $7,492-98.3% | $6,412-98.1% | $11,429-98.9% |