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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 | $68,152 | $167,362-59.3% | $143,799-52.6% | $134,532-49.3% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -19.43% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $600 | $5,620-89.3% | $4,952-87.9% | $4,741-87.3% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-35.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |