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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 | $77,006 | $97,027-20.6% | $83,323-7.6% | $135,382-43.1% |
| Participation rate | 61.1% | 80.4%-19.3pp | 77.8%-16.6pp | 82.6%-21.5pp |
| Annual return | -5.65% | 12.31%-18.0pp | 10.63%-16.3pp | 519.77%-525.4pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,562 | $5,964-57.0% | $5,565-54.0% | $5,609-54.3% |
| Admin fee / account holder | $32 | $8,427-99.6% | $7,539-99.6% | $10,829-99.7% |