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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 | $100,008 | $167,522-40.3% | $151,639-34.0% | $134,532-25.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -4.60% | 7.81%-12.4pp | 3.34%-7.9pp | 418.27%-422.9pp |
| Employer contribution / active EE | $62 | $6,828-99.1% | $6,165-99.0% | $4,741-98.7% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |