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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 | $83,589 | $107,809-22.5% | $90,657-7.8% | $135,379-38.3% |
| Participation rate | 21.1% | 78.0%-57.0pp | 74.0%-53.0pp | 82.6%-61.6pp |
| Annual return | -6.20% | -0.90%-5.3pp | 1.89%-8.1pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,158 | $3,872-44.3% | $3,424-37.0% | $5,609-61.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |