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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 | $140,950 | $105,866+33.1% | $90,766+55.3% | $134,545+4.8% |
| Participation rate | 28.6% | 78.3%-49.7pp | 75.7%-47.1pp | 81.2%-52.7pp |
| Annual return | -17.33% | -10.99%-6.3pp | -12.16%-5.2pp | 418.37%-435.7pp |
| Employer contribution / active EE | $214 | $3,464-93.8% | $2,922-92.7% | $4,742-95.5% |
| Participant deferral / active EE | $1,933 | $5,217-62.9% | $4,565-57.7% | $6,401-69.8% |
| Admin fee / account holder | $7 | $13,938-99.9% | $8,446-99.9% | $11,431-99.9% |