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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 | $168,271 | $167,362+0.5% | $143,799+17.0% | $134,532+25.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -7.29% | 0.47%-7.8pp | -0.04%-7.2pp | 418.27%-425.6pp |
| Employer contribution / active EE | $499 | $5,620-91.1% | $4,952-89.9% | $4,741-89.5% |
| Participant deferral / active EE | $4,198 | $6,447-34.9% | $5,638-25.6% | $6,401-34.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |