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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 | $107,906 | $127,100-15.1% | $105,738+2.1% | $135,382-20.3% |
| Participation rate | 28.6% | 82.7%-54.1pp | 76.3%-47.8pp | 82.6%-54.1pp |
| Annual return | -5.69% | 4.49%-10.2pp | 6.27%-12.0pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,601 | $5,064-68.4% | $4,080-60.7% | $5,609-71.4% |
| Admin fee / account holder | $77 | $9,087-99.1% | $6,913-98.9% | $10,829-99.3% |