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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 | $246,866 | $167,353+47.5% | $143,797+71.7% | $134,545+83.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.77% | 0.48%-17.3pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,213 | $6,447+11.9% | $5,638+27.9% | $6,401+12.7% |
| Admin fee / account holder | $12 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |