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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 | $24,186 | $211,946-88.6% | $169,452-85.7% | $135,379-82.1% |
| Participation rate | 17.4% | 82.6%-65.2pp | 77.8%-60.4pp | 82.6%-65.3pp |
| Annual return | -6.66% | 3.26%-9.9pp | 1.83%-8.5pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,699 | $6,075-55.6% | $5,277-48.8% | $5,609-51.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |