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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 | $41,782 | $167,353-75.0% | $143,797-70.9% | $134,545-68.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -16.58% | 0.48%-17.1pp | -0.04%-16.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $746 | $5,620-86.7% | $4,952-84.9% | $4,742-84.3% |
| Participant deferral / active EE | $5,996 | $6,447-7.0% | $5,638+6.3% | $6,401-6.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |