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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 | $31,234 | $158,852-80.3% | $121,220-74.2% | $135,379-76.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | 6.67% | -0.64%+7.3pp | 16.94%-10.3pp | 519.79%-513.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $894 | $4,006-77.7% | $3,345-73.3% | $5,609-84.1% |
| Admin fee / account holder | $106 | $6,515-98.4% | $5,021-97.9% | $10,828-99.0% |