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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 | $17,647 | $97,020-81.8% | $83,322-78.8% | $135,379-87.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.91% | 12.31%-19.2pp | 10.64%-17.5pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,874 | $5,964-68.6% | $5,565-66.3% | $5,609-66.6% |
| Admin fee / account holder | $236 | $8,426-97.2% | $7,540-96.9% | $10,828-97.8% |