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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 | $60,578 | $167,362-63.8% | $143,799-57.9% | $134,532-55.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -18.94% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,012 | $5,620-82.0% | $4,952-79.6% | $4,741-78.6% |
| Participant deferral / active EE | $4,767 | $6,447-26.1% | $5,638-15.4% | $6,401-25.5% |
| Admin fee / account holder | $150 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |