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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 | $56,934 | $77,976-27.0% | $81,367-30.0% | $125,388-54.6% |
| Participation rate | 66.7% | 83.3%-16.6pp | 82.3%-15.6pp | 83.2%-16.5pp |
| Annual return | -2.74% | -2.85%+0.1pp | -0.92%-1.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,293 | $5,646+11.5% | $5,383+16.9% | $5,352+17.6% |
| Admin fee / account holder | $60 | $12,476-99.5% | $8,926-99.3% | $9,541-99.4% |