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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 | $70,537 | $167,362-57.9% | $143,799-50.9% | $134,532-47.6% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -18.44% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,054 | $5,620-81.3% | $4,952-78.7% | $4,741-77.8% |
| Participant deferral / active EE | $5,268 | $6,447-18.3% | $5,638-6.6% | $6,401-17.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |