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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 | $45,241 | $167,353-73.0% | $143,797-68.5% | $134,545-66.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.22% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $859 | $5,620-84.7% | $4,952-82.7% | $4,742-81.9% |
| Participant deferral / active EE | $4,623 | $6,447-28.3% | $5,638-18.0% | $6,401-27.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |