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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 | $125,824 | $42,917+193.2% | $60,899+106.6% | $68,495+83.7% |
| Participation rate | 26.9% | 66.8%-39.9pp | 73.1%-46.2pp | 67.9%-41.0pp |
| Annual return | -16.39% | -13.99%-2.4pp | 16.92%-33.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $204 | $1,979-89.7% | $2,702-92.4% | $2,596-92.1% |
| Participant deferral / active EE | $1,925 | $2,867-32.9% | $3,817-49.6% | $4,028-52.2% |
| Admin fee / account holder | $8 | $3,102-99.7% | $3,225-99.7% | $5,403-99.8% |