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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 | $45,080 | $142,409-68.3% | $119,634-62.3% | $134,545-66.5% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -14.73% | -12.46%-2.3pp | -14.98%+0.3pp | 418.37%-433.1pp |
| Employer contribution / active EE | $679 | $5,224-87.0% | $4,232-83.9% | $4,742-85.7% |
| Participant deferral / active EE | $2,015 | $6,468-68.8% | $5,601-64.0% | $6,401-68.5% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |