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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 | $71,085 | $131,835-46.1% | $108,582-34.5% | $273,972-74.1% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.6%-57.3pp | 83.0%-60.8pp |
| Annual return | 10.79% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $851 | $4,913-82.7% | $3,758-77.4% | $4,869-82.5% |
| Participant deferral / active EE | $1,652 | $5,127-67.8% | $4,311-61.7% | $5,287-68.7% |
| Admin fee / account holder | $7 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |