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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 | $29,578 | $142,361-79.2% | $119,608-75.3% | $134,509-78.0% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.3%-18.2pp | 81.2%-20.1pp |
| Annual return | -15.40% | -12.46%-2.9pp | -14.98%-0.4pp | 418.13%-433.5pp |
| Employer contribution / active EE | $1,020 | $5,224-80.5% | $4,232-75.9% | $4,741-78.5% |
| Participant deferral / active EE | $3,394 | $6,468-47.5% | $5,601-39.4% | $6,400-47.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |