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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 | $76,338 | $131,835-42.1% | $108,582-29.7% | $273,972-72.1% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 6.79% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $340 | $4,913-93.1% | $3,758-91.0% | $4,869-93.0% |
| Participant deferral / active EE | $2,570 | $5,127-49.9% | $4,311-40.4% | $5,287-51.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |