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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 | $30,962 | $131,835-76.5% | $108,582-71.5% | $273,972-88.7% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.6%-59.6pp | 83.0%-63.0pp |
| Annual return | 20.35% | -91.57%+111.9pp | -51.70%+72.0pp | 41.46%-21.1pp |
| Employer contribution / active EE | $120 | $4,913-97.6% | $3,758-96.8% | $4,869-97.5% |
| Participant deferral / active EE | $2,700 | $5,127-47.3% | $4,311-37.4% | $5,287-48.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |