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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 | $61,407 | $133,981-54.2% | $112,249-45.3% | $134,532-54.4% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -14.34% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $636 | $4,040-84.3% | $3,636-82.5% | $4,741-86.6% |
| Participant deferral / active EE | $2,775 | $5,292-47.6% | $4,729-41.3% | $6,401-56.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |