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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 | $41,666 | $133,998-68.9% | $112,263-62.9% | $134,545-69.0% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -18.90% | 47.17%-66.1pp | 27.49%-46.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $713 | $4,040-82.4% | $3,636-80.4% | $4,742-85.0% |
| Participant deferral / active EE | $2,562 | $5,292-51.6% | $4,729-45.8% | $6,401-60.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |