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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 | $60,829 | $134,001-54.6% | $112,258-45.8% | $134,509-54.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -17.48% | 47.15%-64.6pp | 27.47%-45.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $642 | $4,039-84.1% | $3,636-82.4% | $4,741-86.5% |
| Participant deferral / active EE | $6,640 | $5,291+25.5% | $4,728+40.4% | $6,400+3.7% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |