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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 | $35,785 | $82,678-56.7% | $125,391-71.5% | $68,490-47.8% |
| Participation rate | 59.1% | 75.1%-16.0pp | 82.4%-23.3pp | 67.9%-8.8pp |
| Annual return | -12.47% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $695 | $3,382-79.5% | $4,816-85.6% | $2,597-73.2% |
| Participant deferral / active EE | $6,866 | $6,111+12.3% | $7,448-7.8% | $4,028+70.5% |
| Admin fee / account holder | $6 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |