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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 | $38,596 | $133,998-71.2% | $112,263-65.6% | $134,545-71.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -17.34% | 47.17%-64.5pp | 27.49%-44.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $577 | $4,040-85.7% | $3,636-84.1% | $4,742-87.8% |
| Participant deferral / active EE | $7,884 | $5,292+49.0% | $4,729+66.7% | $6,401+23.2% |
| Admin fee / account holder | $136 | $7,493-98.2% | $6,410-97.9% | $11,431-98.8% |