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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 | $174,411 | $131,835+32.3% | $108,582+60.6% | $273,972-36.3% |
| Participation rate | 31.6% | 83.5%-51.9pp | 79.6%-48.0pp | 83.0%-51.4pp |
| Annual return | 5.90% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,020 | $5,127-60.6% | $4,311-53.1% | $5,287-61.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |