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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 | $71,247 | $99,032-28.1% | $80,022-11.0% | $135,379-47.4% |
| Participation rate | 20.0% | 78.4%-58.4pp | 75.8%-55.8pp | 82.6%-62.6pp |
| Annual return | -4.27% | 15.39%-19.7pp | 11.22%-15.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,018 | $4,282-52.9% | $3,686-45.2% | $5,609-64.0% |
| Admin fee / account holder | $51 | $10,436-99.5% | $6,521-99.2% | $10,828-99.5% |