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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 | $66,687 | $93,124-28.4% | $77,100-13.5% | $134,545-50.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -19.20% | 62.68%-81.9pp | 42.35%-61.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $182 | $3,421-94.7% | $2,815-93.5% | $4,742-96.2% |
| Participant deferral / active EE | $4,100 | $5,242-21.8% | $4,430-7.4% | $6,401-36.0% |
| Admin fee / account holder | $84 | $6,970-98.8% | $5,443-98.5% | $11,431-99.3% |