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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 | $112,018 | $97,020+15.5% | $83,327+34.4% | $135,380-17.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -5.75% | 12.31%-18.1pp | 10.64%-16.4pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,010 | $5,964-16.0% | $5,565-10.0% | $5,609-10.7% |
| Admin fee / account holder | $50 | $8,426-99.4% | $7,540-99.3% | $10,828-99.5% |