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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 | $39,706 | $131,835-69.9% | $108,582-63.4% | $273,972-85.5% |
| Participation rate | 15.4% | 83.5%-68.1pp | 79.6%-64.2pp | 83.0%-67.6pp |
| Annual return | 9.95% | -91.57%+101.5pp | -51.70%+61.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $251 | $4,913-94.9% | $3,758-93.3% | $4,869-94.8% |
| Participant deferral / active EE | $1,600 | $5,127-68.8% | $4,311-62.9% | $5,287-69.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |