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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 | $37,039 | $133,981-72.4% | $112,249-67.0% | $134,532-72.5% |
| Participation rate | 21.4% | 78.6%-57.1pp | 75.1%-53.6pp | 81.2%-59.8pp |
| Annual return | -17.73% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $764 | $4,040-81.1% | $3,636-79.0% | $4,741-83.9% |
| Participant deferral / active EE | $2,632 | $5,292-50.3% | $4,729-44.3% | $6,401-58.9% |
| Admin fee / account holder | $172 | $7,492-97.7% | $6,412-97.3% | $11,429-98.5% |