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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 | $116,641 | $142,361-18.1% | $119,608-2.5% | $134,509-13.3% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -9.62% | -12.46%+2.8pp | -14.98%+5.4pp | 418.13%-427.8pp |
| Employer contribution / active EE | $797 | $5,224-84.7% | $4,232-81.2% | $4,741-83.2% |
| Participant deferral / active EE | $3,600 | $6,468-44.3% | $5,601-35.7% | $6,400-43.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |